Belvedere Trading
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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 		$249K Sell
1,600
-200
-11% -$27.9K ﹤0.01% 512
2026
Q1 		$209K Buy
+1,800
New +$218K ﹤0.01% 418
2024
Q1 		– Sell
-16,200
Closed -$1.33M – 945
2023
Q4 		$1.33M Buy
+16,200
New +$1.17M ﹤0.01% 80

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

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.