Legacy Wealth Management (Idaho)’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Legacy Wealth Management (Idaho)’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	-97	Closed	-$11.2K	–	839
2026 Q1	$11.2K	Hold	97	–	–	0.01%	465
2025 Q4	$11.3K	Hold	97	–	–	0.01%	408
2025 Q3	$10.7K	Hold	97	–	–	﹤0.01%	337
2025 Q2	$9.46K	Hold	97	–	–	﹤0.01%	324
2025 Q1	$7.59K	Hold	97	–	–	0.01%	375
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

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

Legacy Wealth Management (Idaho)'s SPHB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026, closing a stake of 97 shares — an estimated $11.2K sold.

Legacy Wealth Management (Idaho) first reported a position in SPHB in Q3 2024 and held it in 7 quarters. The position peaked at $11.3K in Q4 2025. 172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 97 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $11.2K.
Legacy Wealth Management (Idaho) first reported a position in Invesco S&P 500 High Beta ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Invesco S&P 500 High Beta ETF position peaked at $11.3K in Q4 2025.
172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.