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	–	2085
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's SPHB Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2025: 10,289 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #633 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in SPHB as recently as Q3 2024.

Atria Wealth Solutions first reported a position in SPHB in Q1 2023 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold SPHB as of Q2 2025.

Atria Wealth Solutions held 10,289 shares of Invesco S&P 500 High Beta ETF worth $1M as of Q2 2025.
Invesco S&P 500 High Beta ETF was a new Atria Wealth Solutions position in Q2 2025.
Invesco S&P 500 High Beta ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #633 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and has held it in 7 quarters since.
109 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.