Jim Simons
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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Jim Simons's SPHB Position: Q1 2026 in Review

Jim Simons sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2026, closing a stake of 3,800 shares — an estimated $444K sold.

Jim Simons first reported a position in SPHB in Q2 2020 and held it in 14 quarters. The position peaked at $2.98M in Q1 2025. 137 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Jim Simons reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 3,800 Invesco S&P 500 High Beta ETF shares in Q1 2026, an estimated $444K.
  • Jim Simons first reported a position in Invesco S&P 500 High Beta ETF in Q2 2020 and held it in 14 quarters.
  • Jim Simons's Invesco S&P 500 High Beta ETF position peaked at $2.98M in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.