Coppell Advisory Solutions’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Coppell Advisory Solutions’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
2025 Q2	–	Sell	-26,377	Closed	-$1.25M	–	431
2025 Q1	$1.25M	Buy	26,377 +25,900	+5,430%	+$2.28M	0.17%	131
2024 Q4	$42.5K	Sell	477 -135	-22%	-$12.3K	0.01%	635
2024 Q3	$54.8K	Hold	612	–	–	0.01%	528
2024 Q2	$51.7K	Buy	+612	New	+$51.2K	0.01%	490
2023 Q4	$50.4K	Buy	+612	New	+$44.1K	0.01%	491
2023 Q3	–	Sell	-997	Closed	-$75.2K	–	1511
2023 Q2	$75.2K	Buy	+997	New	+$69.3K	0.02%	302
2020 Q4	$1.54M	Buy	+27,097	New	+$1.35M	0.78%	32

Other funds holding SPHB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coppell Advisory Solutions's SPHB Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2025, closing a stake of 26,377 shares — an estimated $1.25M sold.

Coppell Advisory Solutions first reported a position in SPHB in Q4 2020 and held it in 7 quarters. The position peaked at $1.54M in Q4 2020. 109 funds tracked by Wall St. Rank hold SPHB as of Q2 2025.

Coppell Advisory Solutions reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 26,377 Invesco S&P 500 High Beta ETF shares in Q2 2025, an estimated $1.25M.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 High Beta ETF in Q4 2020 and held it in 7 quarters.
Coppell Advisory Solutions's Invesco S&P 500 High Beta ETF position peaked at $1.54M in Q4 2020.
109 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.