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 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

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

Axxcess Wealth Management's SPHB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 1,724 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPHB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPHB in Q3 2022 and has held it in 4 quarters since. The position peaked at $281K in Q3 2022. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Axxcess Wealth Management held 1,724 shares of Invesco S&P 500 High Beta ETF worth $268K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #889 holding.
Axxcess Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q3 2022 and has held it in 4 quarters since.
Axxcess Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $281K in Q3 2022.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.