Atria Investments’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Atria Investments’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	$368K	Buy	+2,366	New	+$330K	﹤0.01%	1711
2024 Q3	–	Sell	-3,828	Closed	-$323K	–	2043
2024 Q2	$323K	Buy	+3,828	New	+$320K	﹤0.01%	1546
2022 Q4	–	Sell	-18,721	Closed	-$1.07M	–	804
2022 Q3	$1.07M	Buy	+18,721	New	+$1.21M	0.02%	698
2022 Q1	–	Sell	-38,731	Closed	-$3.06M	–	922
2021 Q4	$3.06M	Buy	+38,731	New	+$3.02M	0.05%	403
2021 Q3	–	Sell	-31,739	Closed	-$2.4M	–	823
2021 Q2	$2.4M	Sell	31,739 -12,098	-28%	-$897K	0.05%	431
2021 Q1	$3.05M	Sell	43,837 -11,409	-21%	-$737K	0.07%	332
2020 Q4	$3.14M	Buy	+55,246	New	+$2.76M	0.08%	286
2020 Q2	–	Sell	-12,441	Closed	-$363K	–	732
2020 Q1	$363K	Sell	12,441 -4,106	-25%	-$169K	0.03%	411
2019 Q4	$772K	Buy	+16,547	New	+$719K	0.02%	624
2018 Q3	–	Sell	-39,814	Closed	-$1.71M	–	1035
2018 Q2	$1.71M	Sell	39,814 -148,089	-79%	-$6.45M	0.08%	259
2018 Q1	$7.99M	Buy	+187,903	New	+$8.24M	0.39%	43
2017 Q1	–	Sell	-79,959	Closed	-$2.92M	–	715
2016 Q4	$2.92M	Buy	79,959 +45,762	+134%	+$1.59M	0.22%	84
2016 Q3	$1.12M	Buy	+34,197	New	+$1.08M	0.1%	172
2014 Q1	–	Sell	-29,937	Closed	-$916K	–	464
2013 Q4	$916K	Sell	29,937 -14,538	-33%	-$418K	0.09%	198
2013 Q3	$1.2M	Sell	44,475 -456	-1%	-$12.1K	0.13%	137
2013 Q2	$1.11M	Buy	+44,931	New	+$1.1M	0.14%	93

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

Atria Investments's SPHB Position: Q2 2026 in Review

Atria Investments opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 2,366 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #1711 among its holdings. This is a return to the name: Atria Investments previously reported a position in SPHB as recently as Q2 2024.

Atria Investments first reported a position in SPHB in Q2 2013 and has held it in 16 quarters since. The position peaked at $7.99M in Q1 2018. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Atria Investments held 2,366 shares of Invesco S&P 500 High Beta ETF worth $368K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Atria Investments position in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1711 holding.
Atria Investments first reported a position in Invesco S&P 500 High Beta ETF in Q2 2013 and has held it in 16 quarters since.
Atria Investments's Invesco S&P 500 High Beta ETF position peaked at $7.99M in Q1 2018.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.