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Legacy Investment Solutions’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$9.46K Buy
+97
New +$8.2K ﹤0.01% 324
2024
Q4 		$8.86K Hold
97
– – 0.01% 307
2024
Q3 		$8.8K Buy
+97
New +$8.24K 0.01% 329

Other funds holding SPHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Investment Solutions's SPHB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2025: 97 shares worth $9.46K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPHB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPHB in Q3 2024 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold SPHB as of Q2 2025.

  • Legacy Investment Solutions held 97 shares of Invesco S&P 500 High Beta ETF worth $9.46K as of Q2 2025.
  • Invesco S&P 500 High Beta ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #324 holding.
  • Legacy Investment Solutions first reported a position in Invesco S&P 500 High Beta ETF in Q3 2024 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.