GRP
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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
2026
Q2 		$81.8K Buy
+526
New +$73.4K ﹤0.01% 2205
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 $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
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

Global Retirement Partners's SPHB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 526 shares worth $81.8K. The stake represents ﹤0.01% of the portfolio and ranks #2205 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPHB as recently as Q4 2025.

Global Retirement Partners first reported a position in SPHB in Q3 2019 and has held it in 22 quarters since. The position peaked at $201K in Q2 2021. 172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Global Retirement Partners held 526 shares of Invesco S&P 500 High Beta ETF worth $81.8K as of Q2 2026.
  • Invesco S&P 500 High Beta ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2205 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 High Beta ETF in Q3 2019 and has held it in 22 quarters since.
  • Global Retirement Partners's Invesco S&P 500 High Beta ETF position peaked at $201K in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.