IFG Advisory’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$214K Buy
1,421
+1,245
+707% +$183K 0.01% 860
2026
Q2
$27.4K Buy
+176
New +$24.5K ﹤0.01% 1540
2025
Q1
– Sell
-2,568
Closed -$228K – 721
2024
Q4
$228K Buy
+2,568
New +$233K 0.01% 610

Other funds holding SPHB

IFG Advisory's SPHB Position: Q3 2026 in Review

IFG Advisory increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 707% in Q3 2026, buying an estimated $183K and bringing the position to 1,421 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #860.

IFG Advisory first reported a position in SPHB in Q4 2024 and has held it in 3 quarters since. The position peaked at $228K in Q4 2024. 70 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • IFG Advisory held 1,421 shares of Invesco S&P 500 High Beta ETF worth $214K as of Q3 2026.
  • IFG Advisory bought 1,245 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $183K.
  • Invesco S&P 500 High Beta ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #860 holding.
  • IFG Advisory first reported a position in Invesco S&P 500 High Beta ETF in Q4 2024 and has held it in 3 quarters since.
  • IFG Advisory's Invesco S&P 500 High Beta ETF position peaked at $228K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.