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

Gateway Wealth Partners’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	$335K	Sell	2,156 -2,156	-50%	-$301K	0.02%	593
2026 Q1	$500K	Buy	4,312 +1,846	+75%	+$223K	0.02%	573
2025 Q4	$289K	Buy	2,466 +310	+14%	+$35.3K	0.03%	376
2025 Q3	$237K	Sell	2,156 -46	-2%	-$4.79K	0.03%	369
2025 Q2	$215K	Sell	2,202 -13,747	-86%	-$1.16M	0.04%	336
2025 Q1	$1.25M	Buy	+15,949	New	+$1.4M	0.28%	94
2024 Q1	–	Sell	-5,640	Closed	-$465K	–	247
2023 Q4	$465K	Buy	+5,640	New	+$406K	0.19%	112

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

Gateway Wealth Partners's SPHB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 50% in Q2 2026, selling an estimated $301K and leaving 2,156 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #593.

Gateway Wealth Partners first reported a position in SPHB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2025. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Gateway Wealth Partners held 2,156 shares of Invesco S&P 500 High Beta ETF worth $335K as of Q2 2026.
Gateway Wealth Partners sold 2,156 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $301K.
Invesco S&P 500 High Beta ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #593 holding.
Gateway Wealth Partners first reported a position in Invesco S&P 500 High Beta ETF in Q4 2023 and has held it in 7 quarters since.
Gateway Wealth Partners's Invesco S&P 500 High Beta ETF position peaked at $1.25M in Q1 2025.
170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.