GRP
SPHB icon

Global Retirement Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Global Retirement 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
2025
Q4 		$61.3K Buy
524
+1
+0.2% +$114 ﹤0.01% 2233
2025
Q3 		$57.4K Buy
523
+1
+0.2% +$104 ﹤0.01% 1821
2025
Q2 		$50.9K Buy
+522
New +$44.1K ﹤0.01% 1757
2024
Q4 		$46.1K Buy
520
+450
+643% +$40.9K ﹤0.01% 1650
2024
Q3 		$6.25K Sell
70
-1,170
-94% -$99.4K ﹤0.01% 2469
2024
Q2 		$105K Buy
1,240
+97
+8% +$8.12K ﹤0.01% 1174
2024
Q1 		$100K Buy
1,143
+1,118
+4,472% +$92.6K ﹤0.01% 1085
2023
Q4 		$1.98K Hold
25
– – ﹤0.01% 2678
2023
Q3 		$1.72K Sell
25
-764
-97% -$57.6K ﹤0.01% 2588
2023
Q2 		$60.3K Buy
789
+2
+0.3% +$139 ﹤0.01% 1188
2023
Q1 		$51.7K Sell
787
-44
-5% -$3.08K ﹤0.01% 1221
2022
Q4 		$51.8K Buy
831
+1
+0.1% +$63 ﹤0.01% 1072
2022
Q3 		$52K Buy
830
+71
+9% +$4.6K ﹤0.01% 1001
2022
Q2 		$44K Buy
759
+2
+0.3% +$133 ﹤0.01% 1041
2022
Q1 		$47K Buy
+757
New +$56.9K ﹤0.01% 1012
2021
Q4 		– Sell
-2,670
Closed -$195K – 1569
2021
Q3 		$195K Buy
2,670
+12
+0.5% +$882 0.02% 473
2021
Q2 		$201K Buy
+2,658
New +$197K 0.02% 452
2020
Q3 		– Sell
-202
Closed -$8K – 1711
2020
Q2 		$8K Hold
202
– – ﹤0.01% 1180
2020
Q1 		$6K Hold
202
– – ﹤0.01% 1185
2019
Q4 		$9K Hold
202
– – ﹤0.01% 1184
2019
Q3 		$8K Buy
+202
New +$8.45K ﹤0.01% 1185

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Global Retirement Partners's SPHB Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.19% in Q4 2025, buying an estimated $114 and bringing the position to 524 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Global Retirement Partners first reported a position in SPHB in Q3 2019 and has held it in 21 quarters since. The position peaked at $201K in Q2 2021. 132 funds tracked by Wall St. Rank hold SPHB as of Q4 2025.

  • Global Retirement Partners held 524 shares of Invesco S&P 500 High Beta ETF worth $61.3K as of Q4 2025.
  • Global Retirement Partners bought 1 Invesco S&P 500 High Beta ETF share in Q4 2025, an estimated $114.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2233 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 High Beta ETF in Q3 2019 and has held it in 21 quarters since.
  • Global Retirement Partners's Invesco S&P 500 High Beta ETF position peaked at $201K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.