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
2026 Q2	$2.67M	Buy	+87	New	+$12.1K	0.22%	87
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Coppell Advisory Solutions's SPHB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 87 shares worth $2.67M. The stake represents 0.22% of the portfolio and ranks #87 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPHB as recently as Q1 2025.

Coppell Advisory Solutions first reported a position in SPHB in Q4 2020 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Coppell Advisory Solutions held 87 shares of Invesco S&P 500 High Beta ETF worth $2.67M as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco S&P 500 High Beta ETF made up 0.22% of Coppell Advisory Solutions's portfolio in Q2 2026, its #87 holding.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 High Beta ETF in Q4 2020 and has held it in 8 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.