IFP Advisors
SPHB icon

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
Q3 		$152K Hold
1,009
– – ﹤0.01% 1710
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% 1252
2022
Q3 		$662K Sell
13,895
-2,052
-13% -$133K 0.02% 795
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors's SPHB Position: Q3 2026 in Review

IFP Advisors held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q3 2026 at 1,009 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

IFP Advisors first reported a position in SPHB in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.86M in Q4 2021. 60 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • IFP Advisors held 1,009 shares of Invesco S&P 500 High Beta ETF worth $152K as of Q3 2026.
  • IFP Advisors left its Invesco S&P 500 High Beta ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1710 holding.
  • IFP Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2016 and has held it in 28 quarters since.
  • IFP Advisors's Invesco S&P 500 High Beta ETF position peaked at $1.86M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.