Aptus Capital Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Aptus Capital Advisors’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 Q2	$28.3K	Hold	182	–	–	﹤0.01%	1463
2026 Q1	$21.1K	Hold	182	–	–	﹤0.01%	1395
2025 Q4	$21.3K	Hold	182	–	–	﹤0.01%	1407
2025 Q3	$20K	Hold	182	–	–	﹤0.01%	1348
2025 Q2	$17.8K	Hold	182	–	–	﹤0.01%	1304
2025 Q1	$14.2K	Hold	182	–	–	﹤0.01%	1247
2024 Q4	$16.1K	Hold	182	–	–	﹤0.01%	1242
2024 Q3	$16.2K	Hold	182	–	–	﹤0.01%	1058
2024 Q2	$15.4K	Buy	+182	New	+$15.2K	﹤0.01%	999

Other funds holding SPHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Aptus Capital Advisors's SPHB Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 182 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Aptus Capital Advisors first reported a position in SPHB in Q2 2024 and has held it in 9 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Aptus Capital Advisors held 182 shares of Invesco S&P 500 High Beta ETF worth $28.3K as of Q2 2026.
Aptus Capital Advisors left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1463 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q2 2024 and has held it in 9 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.