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 Q2	$363K	Buy	5,908 +4,728	+401%	+$659K	0.11%	167
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 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

Medallion Wealth Advisors's SPHB Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 401% in Q2 2026, buying an estimated $659K and bringing the position to 5,908 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #167.

Medallion Wealth Advisors first reported a position in SPHB in Q4 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Medallion Wealth Advisors held 5,908 shares of Invesco S&P 500 High Beta ETF worth $363K as of Q2 2026.
Medallion Wealth Advisors bought 4,728 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $659K.
Invesco S&P 500 High Beta ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2024 and has held it in 7 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.