Legend Financial Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-204	Closed	-$19.9K	–	144
2025 Q2	$19.9K	Buy	+204	New	+$17.2K	0.01%	86
2025 Q1	–	Sell	-204	Closed	-$18.1K	–	219
2024 Q4	$18.1K	Hold	204	–	–	0.01%	89
2024 Q3	$18.2K	Hold	204	–	–	0.01%	77
2024 Q2	$17.2K	Hold	204	–	–	0.01%	110
2024 Q1	$17.9K	Buy	204 +124	+155%	+$10.3K	0.01%	98
2023 Q4	$6.59K	Hold	80	–	–	0.01%	141
2023 Q3	$5.61K	Sell	80 -124	-61%	-$9.35K	﹤0.01%	159
2023 Q2	$15.6K	Sell	204 -676	-77%	-$47K	0.01%	116
2023 Q1	$61.5K	Sell	880 -1,112	-56%	-$77.7K	0.05%	60
2022 Q4	$124K	Sell	1,992 -92,456	-98%	-$5.82M	0.11%	48
2022 Q3	$5.42M	Sell	94,448 -1,134	-1%	-$73.5K	5.09%	9
2022 Q2	$5.6M	Buy	+95,582	New	+$6.37M	5.79%	7
2022 Q1	–	Sell	-102,819	Closed	-$8.13M	–	44
2021 Q4	$8.13M	Buy	+102,819	New	+$8.03M	5.67%	7

Other funds holding SPHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Legend Financial Advisors's SPHB Position: Q3 2025 in Review

Legend Financial Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2025, closing a stake of 204 shares — an estimated $19.9K sold.

Legend Financial Advisors first reported a position in SPHB in Q4 2021 and held it in 13 quarters. The position peaked at $8.13M in Q4 2021. 117 funds tracked by Wall St. Rank hold SPHB as of Q3 2025.

Legend Financial Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 204 Invesco S&P 500 High Beta ETF shares in Q3 2025, an estimated $19.9K.
Legend Financial Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2021 and held it in 13 quarters.
Legend Financial Advisors's Invesco S&P 500 High Beta ETF position peaked at $8.13M in Q4 2021.
117 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.