Belvedere Trading’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Belvedere Trading’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	$741K	Buy	4,763 +4,236	+804%	+$591K	﹤0.01%	269
2026 Q1	$61.1K	Buy	+527	New	+$63.8K	﹤0.01%	563
2021 Q4	–	Sell	-14,158	Closed	-$1.09M	–	610
2021 Q3	$1.09M	Sell	14,158 -4,900	-26%	-$360K	0.03%	51
2021 Q2	$1.34M	Buy	19,058 +6,758	+55%	+$501K	0.1%	42
2021 Q1	$855K	Buy	+12,300	New	+$795K	0.07%	58

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

Belvedere Trading's SPHB Position: Q2 2026 in Review

Belvedere Trading increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 804% in Q2 2026, buying an estimated $591K and bringing the position to 4,763 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Belvedere Trading first reported a position in SPHB in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2021. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Belvedere Trading held 4,763 shares of Invesco S&P 500 High Beta ETF worth $741K as of Q2 2026.
Belvedere Trading bought 4,236 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $591K.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q2 2026, its #269 holding.
Belvedere Trading first reported a position in Invesco S&P 500 High Beta ETF in Q1 2021 and has held it in 5 quarters since.
Belvedere Trading's Invesco S&P 500 High Beta ETF position peaked at $1.34M in Q2 2021.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.