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

Northwestern Mutual 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	$1.39M	Buy	8,942 +17	+0.2%	+$2.37K	﹤0.01%	1294
2026 Q1	$1.03M	Sell	8,925 -6,005	-40%	-$727K	﹤0.01%	1326
2025 Q4	$1.75M	Buy	14,930 +6,249	+72%	+$712K	﹤0.01%	1096
2025 Q3	$953K	Buy	8,681 +1,803	+26%	+$188K	﹤0.01%	1244
2025 Q2	$671K	Sell	6,878 -1,050	-13%	-$88.7K	﹤0.01%	1290
2025 Q1	$620K	Sell	7,928 -654	-8%	-$57.5K	﹤0.01%	1257
2024 Q4	$761K	Sell	8,582 -224	-3%	-$20.3K	﹤0.01%	1163
2024 Q3	$786K	Sell	8,806 -5,717	-39%	-$486K	﹤0.01%	1150
2024 Q2	$1.23M	Sell	14,523 -5,850	-29%	-$490K	﹤0.01%	961
2024 Q1	$1.79M	Buy	20,373 +935	+5%	+$77.4K	﹤0.01%	833
2023 Q4	$1.6M	Sell	19,438 -9,204	-32%	-$663K	﹤0.01%	837
2023 Q3	$2.01M	Buy	28,642 +5,125	+22%	+$386K	﹤0.01%	716
2023 Q2	$1.8M	Buy	23,517 +14,502	+161%	+$1.01M	﹤0.01%	742
2023 Q1	$631K	Sell	9,015 -227	-2%	-$15.9K	﹤0.01%	1056
2022 Q4	$576K	Sell	9,242 -1,692	-15%	-$107K	﹤0.01%	1054
2022 Q3	$628K	Sell	10,934 -752	-6%	-$48.8K	﹤0.01%	965
2022 Q2	$685K	Buy	11,686 +58	+0.5%	+$3.86K	﹤0.01%	937
2022 Q1	$883K	Sell	11,628 -61,914	-84%	-$4.65M	﹤0.01%	892
2021 Q4	$5.81M	Buy	73,542 +8,692	+13%	+$679K	0.01%	384
2021 Q3	$4.74M	Buy	64,850 +361	+0.6%	+$26.5K	0.01%	389
2021 Q2	$4.87M	Buy	+64,489	New	+$4.78M	0.01%	379
2021 Q1	–	Sell	-43	Closed	-$2K	–	2955
2020 Q4	$2K	Buy	+43	New	+$2.15K	﹤0.01%	2550
2018 Q3	–	Sell	-100	Closed	-$4K	–	2622
2018 Q2	$4K	Buy	+100	New	+$4.35K	﹤0.01%	2067

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

Northwestern Mutual Wealth Management's SPHB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.19% in Q2 2026, buying an estimated $2.37K and bringing the position to 8,942 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Northwestern Mutual Wealth Management first reported a position in SPHB in Q2 2018 and has held it in 23 quarters since. The position peaked at $5.81M in Q4 2021. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Northwestern Mutual Wealth Management held 8,942 shares of Invesco S&P 500 High Beta ETF worth $1.39M as of Q2 2026.
Northwestern Mutual Wealth Management bought 17 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $2.37K.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1294 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q2 2018 and has held it in 23 quarters since.
Northwestern Mutual Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $5.81M in Q4 2021.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.