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Chicago Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Chicago Wealth Management’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 		$7.27M Buy
+46,706
New +$6.51M 2.58% 17
2025
Q1 		– Sell
-14,494
Closed -$1.28M – 51
2024
Q4 		$1.28M Buy
14,494
+5,665
+64% +$515K 0.67% 25
2024
Q3 		$788K Buy
8,829
+2,394
+37% +$203K 0.42% 32
2024
Q2 		$543K Buy
6,435
+3,656
+132% +$306K 0.31% 34
2024
Q1 		$244K Buy
+2,779
New +$230K 0.14% 46

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

Chicago Wealth Management's SPHB Position: Q2 2026 in Review

Chicago Wealth Management opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 46,706 shares worth $7.27M. The stake represents 2.58% of the portfolio and ranks #17 among its holdings. This is a return to the name: Chicago Wealth Management previously reported a position in SPHB as recently as Q4 2024.

Chicago Wealth Management first reported a position in SPHB in Q1 2024 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Chicago Wealth Management held 46,706 shares of Invesco S&P 500 High Beta ETF worth $7.27M as of Q2 2026.
  • Invesco S&P 500 High Beta ETF was a new Chicago Wealth Management position in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up 2.58% of Chicago Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Chicago Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q1 2024 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.