MPWM Advisory Solutions’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

MPWM Advisory Solutions’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	$116K	Hold	748	–	–	0.05%	139
2026 Q1	$86.8K	Sell	748 -131	-15%	-$15.8K	0.05%	148
2025 Q4	$103K	Sell	879 -10	-1%	-$1.14K	0.06%	126
2025 Q3	$97.6K	Buy	889 +1	+0.1%	+$104	0.06%	115
2025 Q2	$86.6K	Sell	888 -500	-36%	-$42.3K	0.05%	124
2025 Q1	$109K	Buy	1,388 +469	+51%	+$41.2K	0.08%	93
2024 Q4	$81.4K	Buy	+919	New	+$83.5K	0.06%	119

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

MPWM Advisory Solutions's SPHB Position: Q2 2026 in Review

MPWM Advisory Solutions held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 748 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #139.

MPWM Advisory Solutions 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.

MPWM Advisory Solutions held 748 shares of Invesco S&P 500 High Beta ETF worth $116K as of Q2 2026.
MPWM Advisory Solutions left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Beta ETF made up 0.05% of MPWM Advisory Solutions's portfolio in Q2 2026, its #139 holding.
MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.