Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Cetera Investment Advisers’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 		$5.21M Buy
33,491
+3,896
+13% +$543K ﹤0.01% 1588
2026
Q1 		$3.43M Buy
29,595
+6,806
+30% +$823K ﹤0.01% 1790
2025
Q4 		$2.67M Buy
22,789
+158
+0.7% +$18K ﹤0.01% 1964
2025
Q3 		$2.48M Buy
22,631
+17,013
+303% +$1.77M ﹤0.01% 1990
2025
Q2 		$548K Buy
5,618
+32
+0.6% +$2.71K ﹤0.01% 2897
2025
Q1 		$437K Sell
5,586
-270
-5% -$23.7K ﹤0.01% 2953
2024
Q4 		$519K Buy
5,856
+17
+0.3% +$1.54K ﹤0.01% 2649
2024
Q3 		$521K Sell
5,839
-6,510
-53% -$553K ﹤0.01% 2617
2024
Q2 		$1.04M Buy
12,349
+1,193
+11% +$99.9K ﹤0.01% 2050
2024
Q1 		$979K Buy
+11,156
New +$924K ﹤0.01% 2080
2023
Q3 		– Sell
-3,299
Closed -$252K – 2288
2023
Q2 		$252K Sell
3,299
-20
-0.6% -$1.39K ﹤0.01% 1851
2023
Q1 		$232K Buy
+3,319
New +$232K ﹤0.01% 1858
2022
Q2 		– Sell
-2,947
Closed -$224K – 1941
2022
Q1 		$224K Buy
+2,947
New +$221K ﹤0.01% 1647

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

Cetera Investment Advisers's SPHB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 13% in Q2 2026, buying an estimated $543K and bringing the position to 33,491 shares worth $5.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Cetera Investment Advisers first reported a position in SPHB in Q1 2022 and has held it in 13 quarters since. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Cetera Investment Advisers held 33,491 shares of Invesco S&P 500 High Beta ETF worth $5.21M as of Q2 2026.
  • Cetera Investment Advisers bought 3,896 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $543K.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1588 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P 500 High Beta ETF in Q1 2022 and has held it in 13 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.