Hilltop Holdings’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Hilltop Holdings’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	$3.61M	Buy	23,222 +9,749	+72%	+$1.36M	0.28%	81
2026 Q1	$1.56M	Buy	13,473 +5,788	+75%	+$700K	0.14%	163
2025 Q4	$899K	Sell	7,685 -49,236	-86%	-$5.61M	0.05%	357
2025 Q3	$6.25M	Buy	56,921 +30,609	+116%	+$3.19M	0.33%	63
2025 Q2	$2.57M	Sell	26,312 -33,703	-56%	-$2.85M	0.16%	141
2025 Q1	$4.7M	Buy	60,015 +3,350	+6%	+$294K	0.29%	84
2024 Q4	$5.02M	Buy	56,665 +47,345	+508%	+$4.3M	0.32%	74
2024 Q3	$832K	Sell	9,320 -32,556	-78%	-$2.77M	0.05%	357
2024 Q2	$3.54M	Buy	41,876 +1,841	+5%	+$154K	0.41%	48
2024 Q1	$3.51M	Buy	40,035 +852	+2%	+$70.5K	0.36%	67
2023 Q4	$3.23M	Buy	39,183 +14,133	+56%	+$1.02M	0.37%	66
2023 Q3	$1.76M	Buy	+25,050	New	+$1.89M	0.2%	138
2021 Q3	–	Sell	-73,278	Closed	-$5.54M	–	628
2021 Q2	$5.54M	Sell	73,278 -30,454	-29%	-$2.26M	0.62%	30
2021 Q1	$7.21M	Sell	103,732 -3,510	-3%	-$227K	0.93%	23
2020 Q4	$6.09M	Buy	+107,242	New	+$5.35M	0.85%	22

Other funds holding SPHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Hilltop Holdings's SPHB Position: Q2 2026 in Review

Hilltop Holdings increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 72% in Q2 2026, buying an estimated $1.36M and bringing the position to 23,222 shares worth $3.61M. The position accounts for 0.28% of the portfolio, ranked #81.

Hilltop Holdings first reported a position in SPHB in Q4 2020 and has held it in 15 quarters since. The position peaked at $7.21M in Q1 2021. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Hilltop Holdings held 23,222 shares of Invesco S&P 500 High Beta ETF worth $3.61M as of Q2 2026.
Hilltop Holdings bought 9,749 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $1.36M.
Invesco S&P 500 High Beta ETF made up 0.28% of Hilltop Holdings's portfolio in Q2 2026, its #81 holding.
Hilltop Holdings first reported a position in Invesco S&P 500 High Beta ETF in Q4 2020 and has held it in 15 quarters since.
Hilltop Holdings's Invesco S&P 500 High Beta ETF position peaked at $7.21M in Q1 2021.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.