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ORG Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

ORG Partners’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
Q3 		– Hold
0
– – – 1572
2025
Q2 		– Hold
0
– – – 1517
2025
Q1 		– Hold
0
– – – 1391
2024
Q4 		– Hold
0
– – – 1286
2024
Q3 		– Hold
0
– – – 1156
2024
Q2 		– Hold
0
– – – 1790
2024
Q1 		– Sell
-60
Closed -$4.94K – 1017
2023
Q4 		$4.94K Sell
60
-396
-87% -$28.5K ﹤0.01% 852
2023
Q3 		$32K Sell
456
-1,432
-76% -$108K 0.01% 602
2023
Q2 		$145K Buy
+1,888
New +$131K 0.02% 434

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

ORG Partners's SPHB Position: Q3 2025 in Review

ORG Partners held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q3 2025 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

ORG Partners first reported a position in SPHB in Q2 2023 and has held it in 3 quarters since. The position peaked at $145K in Q2 2023. 117 funds tracked by Wall St. Rank hold SPHB as of Q3 2025.

  • ORG Partners held 0 shares of Invesco S&P 500 High Beta ETF worth $11 as of Q3 2025.
  • ORG Partners left its Invesco S&P 500 High Beta ETF share count unchanged in Q3 2025.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of ORG Partners's portfolio in Q3 2025, its #1572 holding.
  • ORG Partners first reported a position in Invesco S&P 500 High Beta ETF in Q2 2023 and has held it in 3 quarters since.
  • ORG Partners's Invesco S&P 500 High Beta ETF position peaked at $145K in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.