Parallel Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Parallel Advisors’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	$131K	Hold	840	–	–	﹤0.01%	1527
2026 Q1	$97.4K	Hold	840	–	–	﹤0.01%	1604
2025 Q4	$98.3K	Hold	840	–	–	﹤0.01%	1478
2025 Q3	$92.2K	Hold	840	–	–	﹤0.01%	1460
2025 Q2	$81.9K	Hold	840	–	–	﹤0.01%	1458
2025 Q1	$65.7K	Hold	840	–	–	﹤0.01%	1482
2024 Q4	$74.5K	Hold	840	–	–	﹤0.01%	1418
2024 Q3	$74.9K	Hold	840	–	–	﹤0.01%	1406
2024 Q2	$70.9K	Hold	840	–	–	﹤0.01%	1350
2024 Q1	$73.7K	Buy	840 +115	+16%	+$9.52K	﹤0.01%	1313
2023 Q4	$59.7K	Sell	725 -600	-45%	-$43.2K	﹤0.01%	1360
2023 Q3	$92.9K	Hold	1,325	–	–	﹤0.01%	1118
2023 Q2	$101K	Hold	1,325	–	–	﹤0.01%	1063
2023 Q1	$92.7K	Buy	+1,325	New	+$92.6K	﹤0.01%	1089

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

Parallel Advisors's SPHB Position: Q2 2026 in Review

Parallel Advisors held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 840 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Parallel Advisors first reported a position in SPHB in Q1 2023 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Parallel Advisors held 840 shares of Invesco S&P 500 High Beta ETF worth $131K as of Q2 2026.
Parallel Advisors left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1527 holding.
Parallel Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and has held it in 14 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.