Cornerstone Planning Group
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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
Q3 		– Sell
-327
Closed -$47.4K – 1462
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

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
Visionary Horizons
Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cornerstone Planning Group's SPHB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2026, closing a stake of 327 shares — an estimated $47.4K sold.

Cornerstone Planning Group first reported a position in SPHB in Q2 2024 and held it in 4 quarters. The position peaked at $47.4K in Q2 2026. 32 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 327 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $47.4K.
  • Cornerstone Planning Group first reported a position in Invesco S&P 500 High Beta ETF in Q2 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Invesco S&P 500 High Beta ETF position peaked at $47.4K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.