Mercer Global Advisors
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Mercer Global Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Mercer Global 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 		– Sell
-2,127
Closed -$250K – 3331
2025
Q4 		$250K Buy
+2,127
New +$242K ﹤0.01% 2378
2022
Q1 		– Sell
-3,180
Closed -$251K – 1940
2021
Q4 		$251K Hold
3,180
– – ﹤0.01% 1553
2021
Q3 		$232K Buy
+3,180
New +$234K ﹤0.01% 1548

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Mercer Global Advisors's SPHB Position: Q1 2026 in Review

Mercer Global Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2026, closing a stake of 2,127 shares — an estimated $250K sold.

Mercer Global Advisors first reported a position in SPHB in Q3 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2021. 138 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Mercer Global Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 2,127 Invesco S&P 500 High Beta ETF shares in Q1 2026, an estimated $250K.
  • Mercer Global Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q3 2021 and held it in 3 quarters.
  • Mercer Global Advisors's Invesco S&P 500 High Beta ETF position peaked at $251K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.