Aventura Private Wealth’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Aventura Private Wealth’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	$28.2K	Hold	181	–	–	0.01%	429
2026 Q1	$21K	Hold	181	–	–	0.01%	440
2025 Q4	$21.2K	Hold	181	–	–	0.01%	408
2025 Q3	$19.9K	Hold	181	–	–	0.01%	402
2025 Q2	$17.7K	Hold	181	–	–	0.01%	392
2025 Q1	$14.2K	Hold	181	–	–	0.01%	400
2024 Q4	$16K	Buy	+181	New	+$16.4K	0.01%	383

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

Aventura Private Wealth's SPHB Position: Q2 2026 in Review

Aventura Private Wealth held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 181 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #429.

Aventura Private Wealth first reported a position in SPHB in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Aventura Private Wealth held 181 shares of Invesco S&P 500 High Beta ETF worth $28.2K as of Q2 2026.
Aventura Private Wealth 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 Aventura Private Wealth's portfolio in Q2 2026, its #429 holding.
Aventura Private Wealth first reported a position in Invesco S&P 500 High Beta ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.