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International Assets Investment Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

International Assets Investment 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 		$48.7K Sell
320
-150
-32% -$20.9K ﹤0.01% 1319
2026
Q1 		$55.1K Buy
470
+50
+12% +$6.05K ﹤0.01% 1194
2025
Q4 		$49.1K Buy
+420
New +$47.8K ﹤0.01% 1217
2024
Q3 		– Sell
-871
Closed -$73.5K – 2542
2024
Q2 		$73.5K Buy
+871
New +$72.9K 0.01% 1040
2023
Q3 		– Sell
-176,675
Closed -$6.45M – 715
2023
Q2 		$6.45M Buy
+176,675
New +$12.3M 0.87% 16

Other funds holding SPHB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

International Assets Investment Management's SPHB Position: Q2 2026 in Review

International Assets Investment Management reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 32% in Q2 2026, selling an estimated $20.9K and leaving 320 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

International Assets Investment Management first reported a position in SPHB in Q2 2023 and has held it in 5 quarters since. The position peaked at $6.45M in Q2 2023. 47 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • International Assets Investment Management held 320 shares of Invesco S&P 500 High Beta ETF worth $48.7K as of Q2 2026.
  • International Assets Investment Management sold 150 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $20.9K.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1319 holding.
  • International Assets Investment Management first reported a position in Invesco S&P 500 High Beta ETF in Q2 2023 and has held it in 5 quarters since.
  • International Assets Investment Management's Invesco S&P 500 High Beta ETF position peaked at $6.45M in Q2 2023.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.