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J.W. Cole Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

J.W. Cole 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 		$202K Buy
+1,300
New +$181K ﹤0.01% 1503
2020
Q1 		– Sell
-5,205
Closed -$243K – 445
2019
Q4 		$243K Buy
+5,205
New +$226K 0.03% 475

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

J.W. Cole Advisors's SPHB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 1,300 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SPHB as recently as Q4 2019.

J.W. Cole Advisors first reported a position in SPHB in Q4 2019 and has held it in 2 quarters since. The position peaked at $243K in Q4 2019. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • J.W. Cole Advisors held 1,300 shares of Invesco S&P 500 High Beta ETF worth $202K as of Q2 2026.
  • Invesco S&P 500 High Beta ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1503 holding.
  • J.W. Cole Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2019 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Invesco S&P 500 High Beta ETF position peaked at $243K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.