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Hantz Financial Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Hantz Financial Services’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 		$155K Hold
999
– – ﹤0.01% 1218
2026
Q1 		$116K Buy
+999
New +$121K ﹤0.01% 1236
2021
Q4 		– Sell
-289
Closed -$21K – 908
2021
Q3 		$21K Buy
+289
New +$21.2K ﹤0.01% 619

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

Hantz Financial Services's SPHB Position: Q2 2026 in Review

Hantz Financial Services held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 999 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Hantz Financial Services first reported a position in SPHB in Q3 2021 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Hantz Financial Services held 999 shares of Invesco S&P 500 High Beta ETF worth $155K as of Q2 2026.
  • Hantz Financial Services left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1218 holding.
  • Hantz Financial Services first reported a position in Invesco S&P 500 High Beta ETF in Q3 2021 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.