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Cornerstone Planning Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Cornerstone Planning Group’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 		$47.4K Sell
327
-1
-0.3% -$139 0.01% 418
2026
Q1 		$45K Buy
328
+100
+44% +$12.1K 0.01% 426
2025
Q4 		$28.2K Buy
+228
New +$26K ﹤0.01% 496
2024
Q3 		– Sell
-25
Closed -$1.95K – 1363
2024
Q2 		$1.95K Buy
+25
New +$2.09K ﹤0.01% 776

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

Cornerstone Planning Group's SPHB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.3% in Q2 2026, selling an estimated $139 and leaving 327 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #418.

Cornerstone Planning Group first reported a position in SPHB in Q2 2024 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Cornerstone Planning Group held 327 shares of Invesco S&P 500 High Beta ETF worth $47.4K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Invesco S&P 500 High Beta ETF share in Q2 2026, an estimated $139.
  • Invesco S&P 500 High Beta ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #418 holding.
  • Cornerstone Planning Group first reported a position in Invesco S&P 500 High Beta ETF in Q2 2024 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.