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Axiom Financial Strategies’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Axiom Financial Strategies’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 		$32.6M Sell
209,633
-2,820
-1% -$393K 10.22% 3
2026
Q1 		$24.6M Buy
212,453
+82,383
+63% +$9.97M 8.67% 4
2025
Q4 		$15.2M Sell
130,070
-5,551
-4% -$632K 6.4% 3
2025
Q3 		$14.9M Buy
+135,621
New +$14.1M 6.41% 3

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Axiom Financial Strategies's SPHB Position: Q2 2026 in Review

Axiom Financial Strategies reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 1.3% in Q2 2026, selling an estimated $393K and leaving 209,633 shares worth $32.6M. The position accounts for 10.22% of the portfolio, ranked #3.

Axiom Financial Strategies first reported a position in SPHB in Q3 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Axiom Financial Strategies held 209,633 shares of Invesco S&P 500 High Beta ETF worth $32.6M as of Q2 2026.
  • Axiom Financial Strategies sold 2,820 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $393K.
  • Invesco S&P 500 High Beta ETF made up 10.22% of Axiom Financial Strategies's portfolio in Q2 2026, its #3 holding.
  • Axiom Financial Strategies first reported a position in Invesco S&P 500 High Beta ETF in Q3 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.