P
SPHB icon

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

&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
2026
Q2 		$1.19M Buy
8,281
+1,685
+26% +$235K ﹤0.01% 1307
2026
Q1 		$917K Buy
6,596
+4,533
+220% +$548K ﹤0.01% 1350
2025
Q4 		$566K Sell
2,063
-150
-7% -$17.1K ﹤0.01% 1539
2025
Q3 		$243K Buy
2,213
+136
+7% +$14.2K ﹤0.01% 1856
2025
Q2 		$203K Buy
+2,077
New +$176K ﹤0.01% 1833

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
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

&Partners's SPHB Position: Q2 2026 in Review

&Partners increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 26% in Q2 2026, buying an estimated $235K and bringing the position to 8,281 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

&Partners first reported a position in SPHB in Q2 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • &Partners held 8,281 shares of Invesco S&P 500 High Beta ETF worth $1.19M as of Q2 2026.
  • &Partners bought 1,685 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $235K.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1307 holding.
  • &Partners first reported a position in Invesco S&P 500 High Beta ETF in Q2 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.