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 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

Winter & Associates St. Paul, Minnesota $133M AUM

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SAM

Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Commonwealth Financial Services's SPHB Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 1.5% in Q2 2026, selling an estimated $33.2K and leaving 15,774 shares worth $2.45M. The position accounts for 0.33% of the portfolio, ranked #62.

Commonwealth Financial Services first reported a position in SPHB in Q3 2023 and has held it in 4 quarters since. The position peaked at $4.47M in Q2 2025. 31 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Commonwealth Financial Services held 15,774 shares of Invesco S&P 500 High Beta ETF worth $2.45M as of Q2 2026.
Commonwealth Financial Services sold 238 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $33.2K.
Invesco S&P 500 High Beta ETF made up 0.33% of Commonwealth Financial Services's portfolio in Q2 2026, its #62 holding.
Commonwealth Financial Services first reported a position in Invesco S&P 500 High Beta ETF in Q3 2023 and has held it in 4 quarters since.
Commonwealth Financial Services's Invesco S&P 500 High Beta ETF position peaked at $4.47M in Q2 2025.
31 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.