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IHT Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

IHT Wealth Management’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 		$371K Sell
2,386
-233
-9% -$32.5K 0.01% 943
2026
Q1 		$304K Sell
2,619
-11
-0.4% -$1.33K 0.01% 1002
2025
Q4 		$308K Sell
2,630
-545
-17% -$62.1K 0.01% 951
2025
Q3 		$349K Sell
3,175
-204
-6% -$21.3K 0.01% 868
2025
Q2 		$330K Sell
3,379
-257
-7% -$21.7K 0.01% 844
2025
Q1 		$285K Sell
3,636
-637
-15% -$56K 0.01% 879
2024
Q4 		$379K Sell
4,273
-4,550
-52% -$413K 0.01% 782
2024
Q3 		$781K Buy
8,823
+3,894
+79% +$331K 0.02% 575
2024
Q2 		$416K Sell
4,929
-796
-14% -$66.6K 0.02% 689
2024
Q1 		$502K Sell
5,725
-397
-6% -$32.9K 0.02% 636
2023
Q4 		$504K Sell
6,122
-14,051
-70% -$1.01M 0.02% 598
2023
Q3 		$1.41M Sell
20,173
-1,051
-5% -$79.2K 0.07% 268
2023
Q2 		$1.62M Sell
21,224
-1,021
-5% -$71K 0.08% 227
2023
Q1 		$1.56M Buy
22,245
+193
+0.9% +$13.5K 0.09% 226
2022
Q4 		$1.37M Buy
22,052
+4,253
+24% +$268K 0.09% 237
2022
Q3 		$1.02M Buy
+17,799
New +$1.15M 0.08% 273

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

IHT Wealth Management's SPHB Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 8.9% in Q2 2026, selling an estimated $32.5K and leaving 2,386 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #943.

IHT Wealth Management first reported a position in SPHB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.62M in Q2 2023. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • IHT Wealth Management held 2,386 shares of Invesco S&P 500 High Beta ETF worth $371K as of Q2 2026.
  • IHT Wealth Management sold 233 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $32.5K.
  • Invesco S&P 500 High Beta ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #943 holding.
  • IHT Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q3 2022 and has held it in 16 quarters since.
  • IHT Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $1.62M in Q2 2023.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.