Fortis Group Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Fortis Group 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 Q2	$12M	Buy	77,235 +33,671	+77%	+$4.7M	1.92%	8
2026 Q1	$5.86M	Buy	43,564 +8,826	+25%	+$1.07M	0.97%	22
2025 Q4	$4.21M	Buy	+34,738	New	+$3.96M	0.71%	35
2023 Q3	–	Sell	-13,851	Closed	-$1.06M	–	468
2023 Q2	$1.06M	Buy	+13,851	New	+$963K	0.28%	57

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

Fortis Group Advisors's SPHB Position: Q2 2026 in Review

Fortis Group Advisors increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 77% in Q2 2026, buying an estimated $4.7M and bringing the position to 77,235 shares worth $12M. The position accounts for 1.92% of the portfolio, ranked #8.

Fortis Group Advisors first reported a position in SPHB in Q2 2023 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Fortis Group Advisors held 77,235 shares of Invesco S&P 500 High Beta ETF worth $12M as of Q2 2026.
Fortis Group Advisors bought 33,671 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $4.7M.
Invesco S&P 500 High Beta ETF made up 1.92% of Fortis Group Advisors's portfolio in Q2 2026, its #8 holding.
Fortis Group Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q2 2023 and has held it in 4 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.