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Allworth Financial’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Allworth Financial’s Portfolio SPHB Stock Details SPHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131K Hold
1,133
– – ﹤0.01% 1661
2025
Q4 		$133K Hold
1,133
– – ﹤0.01% 1571
2025
Q3 		$124K Hold
1,133
– – ﹤0.01% 1556
2025
Q2 		$111K Hold
1,133
– – ﹤0.01% 1486
2025
Q1 		$88.8K Hold
1,133
– – ﹤0.01% 1284
2024
Q4 		$107K Hold
1,133
– – ﹤0.01% 1232
2024
Q3 		$101K Hold
1,133
– – ﹤0.01% 1082
2024
Q2 		$97.7K Hold
1,133
– – ﹤0.01% 1088
2024
Q1 		$99.4K Buy
1,133
+1,107
+4,258% +$91.7K ﹤0.01% 1027
2023
Q4 		$2.14K Hold
26
– – ﹤0.01% 2650
2023
Q3 		$1.82K Hold
26
– – ﹤0.01% 2588
2023
Q2 		$1.99K Hold
26
– – ﹤0.01% 2487
2023
Q1 		$1.82K Buy
+26
New +$1.82K ﹤0.01% 2441

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return