Commonwealth Financial Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Commonwealth Financial Services’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 Q3	$313K	Sell	2,073 -13,701	-87%	-$2.01M	0.06%	173
2026 Q2	$2.45M	Sell	15,774 -238	-1%	-$33.2K	0.33%	62
2026 Q1	$1.86M	Buy	+16,012	New	+$1.94M	0.29%	59
2025 Q3	–	Sell	-45,863	Closed	-$4.47M	–	238
2025 Q2	$4.47M	Buy	+45,863	New	+$3.88M	0.86%	32
2023 Q4	–	Sell	-3,431	Closed	-$241K	–	203
2023 Q3	$241K	Buy	+3,431	New	+$259K	0.07%	159

Other funds holding SPHB

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Commonwealth Financial Services's SPHB Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 87% in Q3 2026, selling an estimated $2.01M and leaving 2,073 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #173.

Commonwealth Financial Services first reported a position in SPHB in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.47M in Q2 2025. 29 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

Commonwealth Financial Services held 2,073 shares of Invesco S&P 500 High Beta ETF worth $313K as of Q3 2026.
Commonwealth Financial Services sold 13,701 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $2.01M.
Invesco S&P 500 High Beta ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #173 holding.
Commonwealth Financial Services first reported a position in Invesco S&P 500 High Beta ETF in Q3 2023 and has held it in 5 quarters since.
Commonwealth Financial Services's Invesco S&P 500 High Beta ETF position peaked at $4.47M in Q2 2025.
29 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.