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Arax Advisory Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Arax Advisory Partners’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 		$17.4K Hold
150
– – ﹤0.01% 2174
2025
Q4 		$17.5K Buy
+150
New +$17.1K ﹤0.01% 2190
2025
Q3 		– Sell
-150
Closed -$14.6K – 4203
2025
Q2 		$14.6K Hold
150
– – ﹤0.01% 1795
2025
Q1 		$11.7K Buy
+150
New +$13.2K ﹤0.01% 1510
2018
Q2 		– Sell
-362
Closed -$15K – 495
2018
Q1 		$15K Sell
362
-220
-38% -$9.65K 0.01% 297
2017
Q4 		$24K Buy
+582
New +$23.8K 0.01% 268
2017
Q1 		– Sell
-748
Closed -$27K – 546
2016
Q4 		$27K Buy
+748
New +$26K 0.01% 235

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