Cambridge Investment Research Advisors
SPHB icon

Cambridge Investment Research Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Cambridge Investment Research Advisors’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 		$36.7M Buy
235,701
+225,814
+2,284% +$31.5M 0.08% 241
2026
Q1 		$1.15M Sell
9,887
-2,097
-17% -$254K ﹤0.01% 2046
2025
Q4 		$1.4M Sell
11,984
-270,716
-96% -$30.8M ﹤0.01% 1831
2025
Q3 		$31M Buy
282,700
+36,676
+15% +$3.82M 0.09% 239
2025
Q2 		$24M Buy
246,024
+237,881
+2,921% +$20.1M 0.07% 271
2025
Q1 		$637K Sell
8,143
-667
-8% -$58.6K ﹤0.01% 2216
2024
Q4 		$781K Sell
8,810
-24
-0.3% -$2.18K ﹤0.01% 2064
2024
Q3 		$788K Buy
8,834
+160
+2% +$13.6K ﹤0.01% 2050
2024
Q2 		$733K Sell
8,674
-211,547
-96% -$17.7M ﹤0.01% 1999
2024
Q1 		$19.3M Buy
220,221
+213,186
+3,030% +$17.7M 0.07% 260
2023
Q4 		$580K Buy
7,035
+2,158
+44% +$156K ﹤0.01% 2074
2023
Q3 		$342K Sell
4,877
-1,558
-24% -$117K ﹤0.01% 2404
2023
Q2 		$492K Sell
6,435
-436
-6% -$30.3K ﹤0.01% 2145
2023
Q1 		$481K Sell
6,871
-4,157
-38% -$291K ﹤0.01% 2109
2022
Q4 		$687K Sell
11,028
-296
-3% -$18.6K ﹤0.01% 1775
2022
Q3 		$650K Buy
11,324
+56
+0.5% +$3.63K ﹤0.01% 1760
2022
Q2 		$660K Sell
11,268
-1,035
-8% -$68.9K ﹤0.01% 1751
2022
Q1 		$935K Sell
12,303
-14,082
-53% -$1.06M ﹤0.01% 1621
2021
Q4 		$2.08M Buy
26,385
+7,123
+37% +$556K 0.01% 1123
2021
Q3 		$1.41M Sell
19,262
-31,073
-62% -$2.28M 0.01% 1297
2021
Q2 		$3.8M Sell
50,335
-201,267
-80% -$14.9M 0.02% 757
2021
Q1 		$17.5M Buy
251,602
+59,693
+31% +$3.86M 0.1% 218
2020
Q4 		$10.9M Sell
191,909
-26,179
-12% -$1.31M 0.06% 286
2020
Q3 		$9.06M Buy
218,088
+372
+0.2% +$15.7K 0.06% 294
2020
Q2 		$8.71M Buy
217,716
+209,357
+2,505% +$7.6M 0.07% 287
2020
Q1 		$244K Sell
8,359
-159,127
-95% -$6.56M ﹤0.01% 1806
2019
Q4 		$7.81M Buy
167,486
+141,350
+541% +$6.15M 0.06% 318
2019
Q3 		$1.08M Buy
26,136
+17,953
+219% +$751K 0.01% 1022
2019
Q2 		$350K Sell
8,183
-141,419
-95% -$5.97M ﹤0.01% 1657
2019
Q1 		$6.22M Buy
+149,602
New +$5.98M 0.06% 299
2018
Q4 		– Sell
-9,010
Closed -$405K – 2272
2018
Q3 		$405K Sell
9,010
-120,211
-93% -$5.34M ﹤0.01% 1582
2018
Q2 		$5.55M Buy
129,221
+2,376
+2% +$103K 0.06% 302
2018
Q1 		$5.39M Buy
126,845
+5,931
+5% +$260K 0.06% 306
2017
Q4 		$5.14M Buy
+120,914
New +$4.94M 0.06% 304

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cambridge Investment Research Advisors's SPHB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 2,284% in Q2 2026, buying an estimated $31.5M and bringing the position to 235,701 shares worth $36.7M. The position accounts for 0.08% of the portfolio, ranked #241.

Cambridge Investment Research Advisors first reported a position in SPHB in Q4 2017 and has held it in 34 quarters since. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Cambridge Investment Research Advisors held 235,701 shares of Invesco S&P 500 High Beta ETF worth $36.7M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 225,814 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $31.5M.
  • Invesco S&P 500 High Beta ETF made up 0.08% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #241 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2017 and has held it in 34 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.