Jim Simons’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Jim Simons’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	$373K	Buy	+2,400	New	+$335K	﹤0.01%	2710
2026 Q1	–	Sell	-3,800	Closed	-$444K	–	3655
2025 Q4	$444K	Sell	3,800 -14,200	-79%	-$1.62M	﹤0.01%	2622
2025 Q3	$1.98M	Buy	18,000 +9,400	+109%	+$979K	﹤0.01%	2079
2025 Q2	$839K	Sell	8,600 -29,500	-77%	-$2.49M	﹤0.01%	2594
2025 Q1	$2.98M	Buy	38,100 +19,800	+108%	+$1.74M	﹤0.01%	1745
2024 Q4	$1.62M	Buy	+18,300	New	+$1.66M	﹤0.01%	2186
2024 Q2	–	Sell	-7,000	Closed	-$614K	–	3936
2024 Q1	$614K	Sell	7,000 -1,900	-21%	-$157K	﹤0.01%	2780
2023 Q4	$733K	Buy	+8,900	New	+$641K	﹤0.01%	2582
2023 Q1	–	Sell	-15,600	Closed	-$972K	–	4367
2022 Q4	$972K	Buy	15,600 +3,400	+28%	+$214K	﹤0.01%	2545
2022 Q3	$700K	Buy	+12,200	New	+$791K	﹤0.01%	2717
2022 Q2	–	Sell	-4,200	Closed	-$319K	–	4554
2022 Q1	$319K	Buy	+4,200	New	+$316K	﹤0.01%	3445
2021 Q4	–	Sell	-12,300	Closed	-$899K	–	4206
2021 Q3	$899K	Buy	+12,300	New	+$904K	﹤0.01%	2609
2021 Q2	–	Sell	-21,800	Closed	-$1.52M	–	3755
2021 Q1	$1.52M	Sell	21,800 -400	-2%	-$25.9K	﹤0.01%	2400
2020 Q4	$1.26M	Buy	+22,200	New	+$1.11M	﹤0.01%	2385
2020 Q3	–	Sell	-12,800	Closed	-$512K	–	3666
2020 Q2	$512K	Buy	+12,800	New	+$465K	﹤0.01%	2868

Other funds holding SPHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Jim Simons's SPHB Position: Q2 2026 in Review

Jim Simons opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 2,400 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #2710 among its holdings. This is a return to the name: Jim Simons previously reported a position in SPHB as recently as Q4 2025.

Jim Simons first reported a position in SPHB in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.98M in Q1 2025. 172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Jim Simons held 2,400 shares of Invesco S&P 500 High Beta ETF worth $373K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Jim Simons position in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2710 holding.
Jim Simons first reported a position in Invesco S&P 500 High Beta ETF in Q2 2020 and has held it in 15 quarters since.
Jim Simons's Invesco S&P 500 High Beta ETF position peaked at $2.98M in Q1 2025.
172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.