HighTower Advisors
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HighTower Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

HighTower Advisors’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 		$298K Sell
1,918
-2
-0.1% -$279 ﹤0.01% 3221
2026
Q1 		$223K Buy
1,920
+99
+5% +$12K ﹤0.01% 3405
2025
Q4 		$213K Sell
1,821
-30
-2% -$3.42K ﹤0.01% 3327
2025
Q3 		$203K Sell
1,851
-617
-25% -$64.3K ﹤0.01% 3361
2025
Q2 		$241K Sell
2,468
-144
-6% -$12.2K ﹤0.01% 3123
2025
Q1 		$204K Sell
2,612
-89
-3% -$7.82K ﹤0.01% 3168
2024
Q4 		$239K Buy
2,701
+1
+0% +$91 ﹤0.01% 3060
2024
Q3 		$241K Sell
2,700
-385
-12% -$32.7K ﹤0.01% 2987
2024
Q2 		$260K Sell
3,085
-1,640
-35% -$137K ﹤0.01% 2832
2024
Q1 		$416K Sell
4,725
-143
-3% -$11.8K ﹤0.01% 2408
2023
Q4 		$397K Sell
4,868
-2,095
-30% -$151K ﹤0.01% 2489
2023
Q3 		$488K Buy
+6,963
New +$525K ﹤0.01% 2251
2022
Q1 		– Sell
-9,404
Closed -$746K – 3659
2021
Q4 		$746K Buy
9,404
+5,478
+140% +$428K ﹤0.01% 1924
2021
Q3 		$287K Sell
3,926
-1,237
-24% -$90.9K ﹤0.01% 2440
2021
Q2 		$394K Buy
5,163
+893
+21% +$66.2K ﹤0.01% 2187
2021
Q1 		$299K Buy
+4,270
New +$276K ﹤0.01% 2303
2019
Q2 		– Sell
-34,828
Closed -$1.45M – 2499
2019
Q1 		$1.45M Buy
+34,828
New +$1.39M 0.01% 975

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

HighTower Advisors's SPHB Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.1% in Q2 2026, selling an estimated $279 and leaving 1,918 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

HighTower Advisors first reported a position in SPHB in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.45M in Q1 2019. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • HighTower Advisors held 1,918 shares of Invesco S&P 500 High Beta ETF worth $298K as of Q2 2026.
  • HighTower Advisors sold 2 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $279.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3221 holding.
  • HighTower Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q1 2019 and has held it in 17 quarters since.
  • HighTower Advisors's Invesco S&P 500 High Beta ETF position peaked at $1.45M in Q1 2019.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.