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

Fingerlakes Wealth Management’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	$481K	Sell	3,091 -471	-13%	-$65.7K	0.26%	69
2026 Q1	$413K	Hold	3,562	–	–	0.27%	71
2025 Q4	$417K	Hold	3,562	–	–	0.26%	68
2025 Q3	$391K	Hold	3,562	–	–	0.26%	69
2025 Q2	$347K	Buy	3,562 +77	+2%	+$6.51K	0.26%	74
2025 Q1	$273K	Hold	3,485	–	–	0.23%	76
2024 Q4	$309K	Hold	3,485	–	–	0.25%	73
2024 Q3	$311K	Hold	3,485	–	–	0.26%	72
2024 Q2	$294K	Hold	3,485	–	–	0.26%	72
2024 Q1	$306K	Hold	3,485	–	–	0.3%	69
2023 Q4	$287K	Buy	+3,485	New	+$251K	0.31%	72

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

Fingerlakes Wealth Management's SPHB Position: Q2 2026 in Review

Fingerlakes Wealth Management reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 13% in Q2 2026, selling an estimated $65.7K and leaving 3,091 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #69.

Fingerlakes Wealth Management first reported a position in SPHB in Q4 2023 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Fingerlakes Wealth Management held 3,091 shares of Invesco S&P 500 High Beta ETF worth $481K as of Q2 2026.
Fingerlakes Wealth Management sold 471 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $65.7K.
Invesco S&P 500 High Beta ETF made up 0.26% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #69 holding.
Fingerlakes Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q4 2023 and has held it in 11 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.