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Beacon Investment Advisory Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Beacon Investment Advisory Services’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 		$62.7K Hold
403
– – ﹤0.01% 396
2026
Q1 		$46.7K Buy
+403
New +$48.8K ﹤0.01% 440

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
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 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

Beacon Investment Advisory Services's SPHB Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 403 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Beacon Investment Advisory Services first reported a position in SPHB in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Beacon Investment Advisory Services held 403 shares of Invesco S&P 500 High Beta ETF worth $62.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #396 holding.
  • Beacon Investment Advisory Services first reported a position in Invesco S&P 500 High Beta ETF in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.