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

Concurrent Investment 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 		$358K Hold
2,304
– – ﹤0.01% 1589
2026
Q1 		$267K Hold
2,304
– – ﹤0.01% 1575
2025
Q4 		$269K Buy
+2,304
New +$262K ﹤0.01% 1470

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

Concurrent Investment Advisors's SPHB Position: Q2 2026 in Review

Concurrent Investment Advisors held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 2,304 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Concurrent Investment Advisors first reported a position in SPHB in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Concurrent Investment Advisors held 2,304 shares of Invesco S&P 500 High Beta ETF worth $358K as of Q2 2026.
  • Concurrent Investment Advisors left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1589 holding.
  • Concurrent Investment Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

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