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Medallion Wealth Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Medallion Wealth 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
2026
Q1 		$137K Sell
1,180
-36
-3% -$4.36K 0.04% 305
2025
Q4 		$142K Buy
1,216
+7
+0.6% +$797 0.05% 292
2025
Q3 		$133K Hold
1,209
– – 0.05% 298
2025
Q2 		$118K Buy
1,209
+25
+2% +$2.11K 0.05% 323
2025
Q1 		$93.2K Sell
1,184
-382
-24% -$33.6K 0.04% 315
2024
Q4 		$139K Buy
+1,566
New +$142K 0.07% 239

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 $377B AUM 19.32% 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 $284M AUM 17.5% 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

Medallion Wealth Advisors's SPHB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 3% in Q1 2026, selling an estimated $4.36K and leaving 1,180 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #305.

Medallion Wealth Advisors first reported a position in SPHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $142K in Q4 2025. 137 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Medallion Wealth Advisors held 1,180 shares of Invesco S&P 500 High Beta ETF worth $137K as of Q1 2026.
  • Medallion Wealth Advisors sold 36 Invesco S&P 500 High Beta ETF shares in Q1 2026, an estimated $4.36K.
  • Invesco S&P 500 High Beta ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #305 holding.
  • Medallion Wealth Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Invesco S&P 500 High Beta ETF position peaked at $142K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.