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Independent Financial Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Independent Financial Group’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 		$311K Sell
2,000
-25
-1% -$3.49K 0.01% 1223
2026
Q1 		$235K Buy
2,025
+25
+1% +$3.02K 0.01% 1296
2025
Q4 		$234K Hold
2,000
– – 0.01% 1266
2025
Q3 		$220K Buy
+2,000
New +$208K 0.01% 1242

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

Independent Financial Group's SPHB Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 1.2% in Q2 2026, selling an estimated $3.49K and leaving 2,000 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #1223.

Independent Financial Group first reported a position in SPHB in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Independent Financial Group held 2,000 shares of Invesco S&P 500 High Beta ETF worth $311K as of Q2 2026.
  • Independent Financial Group sold 25 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $3.49K.
  • Invesco S&P 500 High Beta ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1223 holding.
  • Independent Financial Group first reported a position in Invesco S&P 500 High Beta ETF in Q3 2025 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.