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

IFP 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 		$157K Buy
1,009
+24
+2% +$3.35K ﹤0.01% 1674
2026
Q1 		$114K Hold
985
– – ﹤0.01% 1761
2025
Q4 		$115K Hold
985
– – ﹤0.01% 1708
2025
Q3 		$108K Hold
985
– – ﹤0.01% 1629
2025
Q2 		$96.1K Hold
985
– – ﹤0.01% 1661
2025
Q1 		$77.1K Sell
985
-28
-3% -$2.46K ﹤0.01% 1678
2024
Q4 		$89.8K Hold
1,013
– – ﹤0.01% 1526
2024
Q3 		$90.4K Buy
1,013
+985
+3,518% +$83.7K ﹤0.01% 1452
2024
Q2 		$2.36K Sell
28
-468
-94% -$39.2K ﹤0.01% 2777
2024
Q1 		$43.5K Sell
496
-6,415
-93% -$531K ﹤0.01% 1645
2023
Q4 		$569K Sell
6,911
-6,981
-50% -$503K 0.03% 545
2023
Q3 		$974K Buy
13,892
+5,725
+70% +$431K 0.04% 398
2023
Q2 		$624K Sell
8,167
-356
-4% -$24.8K 0.03% 578
2023
Q1 		$381K Buy
8,523
+3,823
+81% +$267K 0.02% 693
2022
Q4 		$244K Sell
4,700
-9,195
-66% -$579K 0.01% 1253
2022
Q3 		$662K Sell
13,895
-2,052
-13% -$133K 0.02% 794
2022
Q2 		$740K Hold
15,947
– – 0.02% 680
2022
Q1 		$740K Sell
15,947
-7,491
-32% -$563K 0.02% 680
2021
Q4 		$1.86M Buy
23,438
+4,799
+26% +$375K 0.04% 288
2021
Q3 		$1.36M Buy
18,639
+1,130
+6% +$83K 0.03% 330
2021
Q2 		$1.33M Sell
17,509
-4,507
-20% -$334K 0.03% 325
2021
Q1 		$1.54M Buy
22,016
+13,800
+168% +$892K 0.03% 287
2020
Q4 		$466K Buy
+8,216
New +$410K 0.02% 531
2018
Q2 		– Sell
-300
Closed -$13K – 4041
2018
Q1 		$13K Hold
300
– – ﹤0.01% 2638
2017
Q4 		$13K Buy
+300
New +$12.3K ﹤0.01% 2675
2017
Q2 		– Sell
-750
Closed -$28K – 4203
2017
Q1 		$28K Hold
750
– – ﹤0.01% 2288
2016
Q4 		$27K Buy
+750
New +$26.1K ﹤0.01% 2272

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

IFP Advisors's SPHB Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 2.4% in Q2 2026, buying an estimated $3.35K and bringing the position to 1,009 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

IFP Advisors first reported a position in SPHB in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.86M in Q4 2021. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • IFP Advisors held 1,009 shares of Invesco S&P 500 High Beta ETF worth $157K as of Q2 2026.
  • IFP Advisors bought 24 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $3.35K.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1674 holding.
  • IFP Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2016 and has held it in 27 quarters since.
  • IFP Advisors's Invesco S&P 500 High Beta ETF position peaked at $1.86M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.