Ayalon Insurance Company’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Ayalon Insurance Company’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	$4.19M	Hold	26,951	–	–	0.51%	39
2026 Q1	$3.13M	Buy	26,951 +930	+4%	+$113K	0.64%	32
2025 Q4	$3.04M	Hold	26,021	–	–	0.74%	34
2025 Q3	$2.86M	Hold	26,021	–	–	0.72%	36
2025 Q2	$2.54M	Hold	26,021	–	–	0.73%	37
2025 Q1	$2.04M	Hold	26,021	–	–	0.66%	38
2024 Q4	$2.31M	Hold	26,021	–	–	0.71%	39
2024 Q3	$2.32M	Hold	26,021	–	–	0.72%	38
2024 Q2	$2.2M	Hold	26,021	–	–	0.72%	39
2024 Q1	$2.28M	Hold	26,021	–	–	0.76%	38
2023 Q4	$2.14M	Sell	26,021 -17,735	-41%	-$1.28M	0.78%	35
2023 Q3	$3.07M	Hold	43,756	–	–	1.29%	24
2023 Q2	$3.34M	Sell	43,756 -18,395	-30%	-$1.28M	1.4%	21
2023 Q1	$4.35M	Buy	62,151 +40,142	+182%	+$2.81M	1.87%	15
2022 Q4	$1.37M	Buy	22,009 +2,003	+10%	+$126K	0.65%	36
2022 Q3	$1.15M	Buy	20,006 +5,387	+37%	+$349K	0.54%	39
2022 Q2	$857K	Sell	14,619 -38,431	-72%	-$2.56M	0.41%	54
2022 Q1	$4.03M	Buy	53,050 +8,205	+18%	+$616K	1.37%	17
2021 Q4	$3.54M	Buy	44,845 +29,693	+196%	+$2.32M	1.21%	19
2021 Q3	$1.13M	Sell	15,152 -70,766	-82%	-$5.2M	0.41%	65
2021 Q2	$6.56M	Sell	85,918 -1,074	-1%	-$79.7K	2.18%	12
2021 Q1	$6.16M	Buy	86,992 +13,572	+18%	+$877K	2.41%	9
2020 Q4	$4.17M	Buy	73,420 +30,557	+71%	+$1.52M	1.89%	15
2020 Q3	$1.77M	Buy	42,863 +707	+2%	+$29.8K	0.97%	31
2020 Q2	$1.66M	Buy	42,156 +41,876	+14,956%	+$1.52M	0.96%	34
2020 Q1	$8K	Buy	280 +272	+3,400%	+$11.2K	0.01%	128
2019 Q4	$0	Buy	+8	New	+$348	﹤0.01%	124

Other funds holding SPHB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

Ayalon Insurance Company's SPHB Position: Q2 2026 in Review

Ayalon Insurance Company held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 26,951 shares worth $4.19M. The position accounts for 0.51% of the portfolio, ranked #39.

Ayalon Insurance Company first reported a position in SPHB in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.56M in Q2 2021. 55 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Ayalon Insurance Company held 26,951 shares of Invesco S&P 500 High Beta ETF worth $4.19M as of Q2 2026.
Ayalon Insurance Company left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Beta ETF made up 0.51% of Ayalon Insurance Company's portfolio in Q2 2026, its #39 holding.
Ayalon Insurance Company first reported a position in Invesco S&P 500 High Beta ETF in Q4 2019 and has held it in 27 quarters since.
Ayalon Insurance Company's Invesco S&P 500 High Beta ETF position peaked at $6.56M in Q2 2021.
55 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.