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

Focus Partners 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
Q1 		$314K Hold
2,705
– – ﹤0.01% 2170
2025
Q4 		$316K Hold
2,705
– – ﹤0.01% 2197
2025
Q3 		$297K Hold
2,705
– – ﹤0.01% 1849
2025
Q2 		$264K Buy
2,705
+110
+4% +$9.3K ﹤0.01% 1747
2025
Q1 		$203K Sell
2,595
-110
-4% -$9.67K ﹤0.01% 1746
2024
Q4 		$240K Hold
2,705
– – ﹤0.01% 1653
2024
Q3 		$241K Hold
2,705
– – ﹤0.01% 1388
2024
Q2 		$228K Buy
2,705
+110
+4% +$9.21K ﹤0.01% 1132
2024
Q1 		$228K Hold
2,595
– – ﹤0.01% 894
2023
Q4 		$214K Buy
+2,595
New +$187K ﹤0.01% 746

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return