Equitable Holdings’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Equitable Holdings’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	$2.32M	Buy	14,897 +1,393	+10%	+$194K	0.01%	688
2026 Q1	$1.58M	Buy	13,504 +11,376	+535%	+$1.38M	0.01%	822
2025 Q4	$249K	Buy	+2,128	New	+$242K	﹤0.01%	1410
2024 Q1	–	Sell	-2,649	Closed	-$218K	–	1204
2023 Q4	$218K	Buy	+2,649	New	+$191K	﹤0.01%	1042
2022 Q4	–	Sell	-3,565	Closed	-$205K	–	949
2022 Q3	$205K	Sell	3,565 -7,121	-67%	-$462K	﹤0.01%	813
2022 Q2	$626K	Buy	10,686 +907	+9%	+$60.4K	0.01%	509
2022 Q1	$743K	Sell	9,779 -4,632	-32%	-$348K	0.01%	480
2021 Q4	$1.14M	Buy	14,411 +746	+5%	+$58.3K	0.02%	372
2021 Q3	$999K	Buy	13,665 +1,094	+9%	+$80.4K	0.02%	383
2021 Q2	$950K	Buy	12,571 +1,372	+12%	+$102K	0.02%	384
2021 Q1	$779K	Buy	11,199 +7,563	+208%	+$489K	0.02%	404
2020 Q4	$206K	Buy	+3,636	New	+$181K	﹤0.01%	646

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

Equitable Holdings's SPHB Position: Q2 2026 in Review

Equitable Holdings increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 10% in Q2 2026, buying an estimated $194K and bringing the position to 14,897 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #688.

Equitable Holdings first reported a position in SPHB in Q4 2020 and has held it in 12 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Equitable Holdings held 14,897 shares of Invesco S&P 500 High Beta ETF worth $2.32M as of Q2 2026.
Equitable Holdings bought 1,393 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $194K.
Invesco S&P 500 High Beta ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #688 holding.
Equitable Holdings first reported a position in Invesco S&P 500 High Beta ETF in Q4 2020 and has held it in 12 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.