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MGB Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

MGB Wealth Management’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
Q4 		$281K Sell
2,399
-349
-13% -$39.8K 0.08% 182
2025
Q3 		$302K Sell
2,748
-151
-5% -$15.7K 0.09% 175
2025
Q2 		$283K Sell
2,899
-1
-0% -$85 0.09% 177
2025
Q1 		$227K Sell
2,900
-2
-0.1% -$176 0.08% 192
2024
Q4 		$257K Buy
2,902
+1
+0% +$91 0.08% 172
2024
Q3 		$259K Buy
2,901
+1
+0% +$85 0.09% 163
2024
Q2 		$256K Buy
2,900
+348
+14% +$29.1K 0.1% 167
2024
Q1 		$224K Buy
2,552
+375
+17% +$31K 0.09% 175
2023
Q4 		$179K Buy
+2,177
New +$157K 0.09% 180

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return