AWM
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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
Q1 		– Sell
-2,340
Closed -$274K – 920
2025
Q4 		$274K Buy
+2,340
New +$267K ﹤0.01% 877
2025
Q1 		– Sell
-2,829
Closed -$251K – 927
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

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return