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

Modern 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
2026 Q2	$417K	Buy	+2,677	New	+$373K	0.01%	766

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

Modern Wealth Management's SPHB Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 2,677 shares worth $417K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings.

170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Modern Wealth Management held 2,677 shares of Invesco S&P 500 High Beta ETF worth $417K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Modern Wealth Management position in Q2 2026.
Invesco S&P 500 High Beta ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #766 holding.
170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

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