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

IFG Advisory’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	$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

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

IFG Advisory's SPHB Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 176 shares worth $27.4K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPHB as recently as Q4 2024.

IFG Advisory first reported a position in SPHB in Q4 2024 and has held it in 2 quarters since. The position peaked at $228K in Q4 2024. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

IFG Advisory held 176 shares of Invesco S&P 500 High Beta ETF worth $27.4K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1540 holding.
IFG Advisory first reported a position in Invesco S&P 500 High Beta ETF in Q4 2024 and has held it in 2 quarters since.
IFG Advisory's Invesco S&P 500 High Beta ETF position peaked at $228K in Q4 2024.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.