Axxcess Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Axxcess Wealth Management’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 Q3	–	Sell	-1,724	Closed	-$268K	–	1208
2026 Q2	$268K	Buy	+1,724	New	+$240K	﹤0.01%	889
2026 Q1	–	Sell	-2,340	Closed	-$274K	–	910
2025 Q4	$274K	Buy	+2,340	New	+$267K	﹤0.01%	877
2025 Q1	–	Sell	-2,829	Closed	-$251K	–	926
2024 Q4	$251K	Buy	+2,829	New	+$257K	0.01%	730
2022 Q4	–	Sell	-4,897	Closed	-$281K	–	681
2022 Q3	$281K	Buy	+4,897	New	+$318K	0.03%	415

Other funds holding SPHB

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Axxcess Wealth Management's SPHB Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2026, closing a stake of 1,724 shares — an estimated $268K sold.

Axxcess Wealth Management first reported a position in SPHB in Q3 2022 and held it in 4 quarters. The position peaked at $281K in Q3 2022. 43 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

Axxcess Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,724 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $268K.
Axxcess Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q3 2022 and held it in 4 quarters.
Axxcess Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $281K in Q3 2022.
43 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.