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

Atria Wealth Solutions’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
2025
Q2 		$1M Buy
+10,289
New +$870K 0.02% 633
2024
Q4 		– Sell
-2,271
Closed -$203K – 2087
2024
Q3 		$203K Sell
2,271
-4,821
-68% -$409K ﹤0.01% 1787
2024
Q2 		$599K Sell
7,092
-322
-4% -$27K 0.01% 1148
2024
Q1 		$650K Buy
7,414
+4,701
+173% +$389K 0.01% 1126
2023
Q4 		$224K Buy
+2,713
New +$196K ﹤0.01% 1703
2023
Q3 		– Sell
-2,861
Closed -$219K – 1972
2023
Q2 		$219K Sell
2,861
-2,946
-51% -$205K ﹤0.01% 1637
2023
Q1 		$406K Buy
+5,807
New +$406K 0.01% 1257

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return