Farther Finance Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Farther Finance Advisors’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	$2.56K	Hold	17	–	–	﹤0.01%	5311
2026 Q2	$2.65K	Buy	+17	New	+$2.37K	﹤0.01%	5071

Other funds holding SPHB

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Farther Finance Advisors's SPHB Position: Q3 2026 in Review

Farther Finance Advisors held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q3 2026 at 17 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #5311.

Farther Finance Advisors first reported a position in SPHB in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.65K in Q2 2026. 4 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

Farther Finance Advisors held 17 shares of Invesco S&P 500 High Beta ETF worth $2.56K as of Q3 2026.
Farther Finance Advisors left its Invesco S&P 500 High Beta ETF share count unchanged in Q3 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5311 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q2 2026 and has held it in 2 quarters since.
Farther Finance Advisors's Invesco S&P 500 High Beta ETF position peaked at $2.65K in Q2 2026.
4 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.