CreativeOne Wealth’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

CreativeOne Wealth’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	$848K	Sell	5,449 -84	-2%	-$11.7K	0.02%	631
2026 Q1	$642K	Hold	5,533	–	–	0.01%	716
2025 Q4	$647K	Buy	+5,533	New	+$630K	0.02%	699
2022 Q1	–	Sell	-3,189	Closed	-$252K	–	813
2021 Q4	$252K	Buy	+3,189	New	+$249K	0.01%	641

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

CreativeOne Wealth's SPHB Position: Q2 2026 in Review

CreativeOne Wealth reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 1.5% in Q2 2026, selling an estimated $11.7K and leaving 5,449 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #631.

CreativeOne Wealth first reported a position in SPHB in Q4 2021 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

CreativeOne Wealth held 5,449 shares of Invesco S&P 500 High Beta ETF worth $848K as of Q2 2026.
CreativeOne Wealth sold 84 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $11.7K.
Invesco S&P 500 High Beta ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #631 holding.
CreativeOne Wealth first reported a position in Invesco S&P 500 High Beta ETF in Q4 2021 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 CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.