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

Creative Planning’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	$2.4M	Buy	15,430 +46	+0.3%	+$6.42K	﹤0.01%	1939
2026 Q1	$1.78M	Buy	15,384 +181	+1%	+$21.9K	﹤0.01%	1989
2025 Q4	$1.78M	Hold	15,203	–	–	﹤0.01%	1821
2025 Q3	$1.67M	Sell	15,203 -3,306	-18%	-$344K	﹤0.01%	1679
2025 Q2	$1.81M	Sell	18,509 -1,700	-8%	-$144K	﹤0.01%	1402
2025 Q1	$1.58M	Sell	20,209 -300	-1%	-$26.4K	﹤0.01%	1362
2024 Q4	$1.82M	Sell	20,509 -711	-3%	-$64.6K	﹤0.01%	1193
2024 Q3	$1.89M	Hold	21,220	–	–	﹤0.01%	1088
2024 Q2	$1.79M	Sell	21,220 -1,589	-7%	-$133K	﹤0.01%	1048
2024 Q1	$2M	Sell	22,809 -19,730	-46%	-$1.63M	﹤0.01%	954
2023 Q4	$3.51M	Buy	42,539 +13,285	+45%	+$957K	0.01%	677
2023 Q3	$2.05M	Buy	29,254 +17,203	+143%	+$1.3M	﹤0.01%	840
2023 Q2	$921K	Buy	12,051 +2,060	+21%	+$143K	﹤0.01%	1171
2023 Q1	$699K	Buy	9,991 +2,037	+26%	+$142K	﹤0.01%	1281
2022 Q4	$496K	Buy	+7,954	New	+$501K	﹤0.01%	1436
2021 Q2	–	Sell	-12,930	Closed	-$899K	–	2528
2021 Q1	$899K	Buy	+12,930	New	+$836K	﹤0.01%	1084
2017 Q2	–	Sell	-602	Closed	-$23K	–	4815
2017 Q1	$23K	Sell	602 -47,772	-99%	-$1.79M	﹤0.01%	3041
2016 Q4	$1.77M	Buy	+48,374	New	+$1.68M	0.01%	438
2015 Q2	–	Sell	-638	Closed	-$22K	–	2740
2015 Q1	$22K	Hold	638	–	–	﹤0.01%	2648
2014 Q4	$22K	Hold	638	–	–	﹤0.01%	2588
2014 Q3	$21K	Hold	638	–	–	﹤0.01%	2520
2014 Q2	$21K	Buy	638 +634	+15,850%	+$20K	﹤0.01%	2458
2014 Q1	$0	Hold	4	–	–	﹤0.01%	3742
2013 Q4	$0	Hold	4	–	–	﹤0.01%	3454
2013 Q3	$0	Hold	4	–	–	﹤0.01%	3340
2013 Q2	$0	Buy	+4	New	+$98	﹤0.01%	3116

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

Creative Planning's SPHB Position: Q2 2026 in Review

Creative Planning increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.3% in Q2 2026, buying an estimated $6.42K and bringing the position to 15,430 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Creative Planning first reported a position in SPHB in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.51M in Q4 2023. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Creative Planning held 15,430 shares of Invesco S&P 500 High Beta ETF worth $2.4M as of Q2 2026.
Creative Planning bought 46 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $6.42K.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1939 holding.
Creative Planning first reported a position in Invesco S&P 500 High Beta ETF in Q2 2013 and has held it in 26 quarters since.
Creative Planning's Invesco S&P 500 High Beta ETF position peaked at $3.51M in Q4 2023.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.