Focus Partners Advisor Solutions’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Focus Partners Advisor Solutions’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	$7.67M	Buy	49,302 +20,520	+71%	+$2.86M	0.07%	142
2026 Q1	$3.34M	Buy	28,782 +8,045	+39%	+$973K	0.03%	246
2025 Q4	$2.43M	Sell	20,737 -7,908	-28%	-$901K	0.03%	268
2025 Q3	$3.27M	Buy	28,645 +25,452	+797%	+$2.65M	0.04%	243
2025 Q2	$311K	Buy	+3,193	New	+$270K	﹤0.01%	846

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

Focus Partners Advisor Solutions's SPHB Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 71% in Q2 2026, buying an estimated $2.86M and bringing the position to 49,302 shares worth $7.67M. The position accounts for 0.07% of the portfolio, ranked #142.

Focus Partners Advisor Solutions first reported a position in SPHB in Q2 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Focus Partners Advisor Solutions held 49,302 shares of Invesco S&P 500 High Beta ETF worth $7.67M as of Q2 2026.
Focus Partners Advisor Solutions bought 20,520 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $2.86M.
Invesco S&P 500 High Beta ETF made up 0.07% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #142 holding.
Focus Partners Advisor Solutions first reported a position in Invesco S&P 500 High Beta ETF in Q2 2025 and has held it in 5 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.