Belpointe Asset Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Belpointe Asset 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	–	Sell	-1,837	Closed	-$213K	–	1228
2026 Q1	$213K	Buy	+1,837	New	+$222K	0.01%	987
2023 Q1	–	Sell	-300	Closed	-$18.7K	–	3847
2022 Q4	$18.7K	Buy	+300	New	+$18.9K	﹤0.01%	2233

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

Belpointe Asset Management's SPHB Position: Q2 2026 in Review

Belpointe Asset Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026, closing a stake of 1,837 shares — an estimated $213K sold.

Belpointe Asset Management first reported a position in SPHB in Q4 2022 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Belpointe Asset Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 1,837 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $213K.
Belpointe Asset Management first reported a position in Invesco S&P 500 High Beta ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Invesco S&P 500 High Beta ETF position peaked at $213K in Q1 2026.
170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.