KFG Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

KFG Wealth 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	–	Sell	-2,256	Closed	-$262K	–	241
2026 Q1	$262K	Sell	2,256 -1,660	-42%	-$201K	0.03%	190
2025 Q4	$458K	Buy	+3,916	New	+$446K	0.06%	144
2024 Q1	–	Sell	-94,692	Closed	-$7.8M	–	162
2023 Q4	$7.8M	Sell	94,692 -10,424	-10%	-$751K	3.56%	6
2023 Q3	$7.37M	Buy	+105,116	New	+$7.92M	4%	5

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

PCP

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

AFS

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

KFG Wealth Management's SPHB Position: Q2 2026 in Review

KFG Wealth Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026, closing a stake of 2,256 shares — an estimated $262K sold.

KFG Wealth Management first reported a position in SPHB in Q3 2023 and held it in 4 quarters. The position peaked at $7.8M in Q4 2023. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

KFG Wealth Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2026 after selling out during the quarter.
KFG Wealth Management sold 2,256 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $262K.
KFG Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q3 2023 and held it in 4 quarters.
KFG Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $7.8M in Q4 2023.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.