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
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 $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Belvedere Trading's SPHB Position: Q1 2026 in Review

Belvedere Trading opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q1 2026: 527 shares worth $61.1K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in SPHB as recently as Q3 2021.

Belvedere Trading first reported a position in SPHB in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.34M in Q2 2021. 137 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Belvedere Trading held 527 shares of Invesco S&P 500 High Beta ETF worth $61.1K as of Q1 2026.
  • Invesco S&P 500 High Beta ETF was a new Belvedere Trading position in Q1 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #563 holding.
  • Belvedere Trading first reported a position in Invesco S&P 500 High Beta ETF in Q1 2021 and has held it in 4 quarters since.
  • Belvedere Trading's Invesco S&P 500 High Beta ETF position peaked at $1.34M in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.