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 Q2	$421K	Hold	2,705	–	–	﹤0.01%	2065
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 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 Wealth's SPHB Position: Q2 2026 in Review

Focus Partners Wealth held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 2,705 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Focus Partners Wealth first reported a position in SPHB in Q4 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Focus Partners Wealth held 2,705 shares of Invesco S&P 500 High Beta ETF worth $421K as of Q2 2026.
Focus Partners Wealth left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2065 holding.
Focus Partners Wealth first reported a position in Invesco S&P 500 High Beta ETF in Q4 2023 and has held it in 11 quarters since.
172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.