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Harbour Investments’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Harbour Investments’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 		$520K Buy
3,344
+2,594
+346% +$362K 0.01% 1101
2026
Q1 		$87K Buy
+750
New +$90.7K ﹤0.01% 2039
2025
Q1 		– Sell
-315
Closed -$27.9K – 3655
2024
Q4 		$27.9K Buy
+315
New +$28.6K ﹤0.01% 1969
2021
Q4 		$4K Sell
52
-139
-73% -$10.9K ﹤0.01% 2262
2021
Q3 		$14K Buy
191
+30
+19% +$2.2K ﹤0.01% 2502
2021
Q2 		$12K Hold
161
– – ﹤0.01% 2644
2021
Q1 		$11K Buy
+161
New +$10.4K ﹤0.01% 2573

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

Harbour Investments's SPHB Position: Q2 2026 in Review

Harbour Investments increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 346% in Q2 2026, buying an estimated $362K and bringing the position to 3,344 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #1101.

Harbour Investments first reported a position in SPHB in Q1 2021 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Harbour Investments held 3,344 shares of Invesco S&P 500 High Beta ETF worth $520K as of Q2 2026.
  • Harbour Investments bought 2,594 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $362K.
  • Invesco S&P 500 High Beta ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1101 holding.
  • Harbour Investments first reported a position in Invesco S&P 500 High Beta ETF in Q1 2021 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.