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

Principal Securities’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	$203K	Buy	+1,305	New	+$182K	﹤0.01%	1511
2025 Q4	–	Sell	-45	Closed	-$4.94K	–	3218
2025 Q3	$4.94K	Buy	+45	New	+$4.69K	﹤0.01%	2970
2024 Q3	–	Sell	-289	Closed	-$24.4K	–	3535
2024 Q2	$24.4K	Buy	289 +2	+0.7%	+$167	﹤0.01%	1968
2024 Q1	$25.2K	Buy	+287	New	+$23.8K	﹤0.01%	1895

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

Principal Securities's SPHB Position: Q2 2026 in Review

Principal Securities opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 1,305 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: Principal Securities previously reported a position in SPHB as recently as Q3 2025.

Principal Securities first reported a position in SPHB in Q1 2024 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Principal Securities held 1,305 shares of Invesco S&P 500 High Beta ETF worth $203K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Principal Securities position in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1511 holding.
Principal Securities first reported a position in Invesco S&P 500 High Beta ETF in Q1 2024 and has held it in 4 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.