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Guardian Wealth Management (Illinois)’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-872
Closed -$68.3K – 186
2025
Q1 		$68.3K Sell
872
-4
-0.5% -$352 0.05% 94
2024
Q4 		$77.7K Buy
876
+1
+0.1% +$91 0.05% 100
2024
Q3 		$78.1K Buy
875
+2
+0.2% +$170 0.06% 99
2024
Q2 		$73.8K Buy
873
+1
+0.1% +$84 0.06% 96
2024
Q1 		$76.5K Buy
+872
New +$72.2K 0.06% 97

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SPHB Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2025, closing a stake of 872 shares — an estimated $68.3K sold.

Guardian Wealth Management (Illinois) first reported a position in SPHB in Q1 2024 and held it in 5 quarters. The position peaked at $78.1K in Q3 2024. 109 funds tracked by Wall St. Rank hold SPHB as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 872 Invesco S&P 500 High Beta ETF shares in Q2 2025, an estimated $68.3K.
  • Guardian Wealth Management (Illinois) first reported a position in Invesco S&P 500 High Beta ETF in Q1 2024 and held it in 5 quarters.
  • Guardian Wealth Management (Illinois)'s Invesco S&P 500 High Beta ETF position peaked at $78.1K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.