PS
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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
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
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Principal Securities's SPHB Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2025, closing a stake of 45 shares — an estimated $4.94K sold.

Principal Securities first reported a position in SPHB in Q1 2024 and held it in 3 quarters. The position peaked at $25.2K in Q1 2024. 132 funds tracked by Wall St. Rank hold SPHB as of Q4 2025.

  • Principal Securities reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 45 Invesco S&P 500 High Beta ETF shares in Q4 2025, an estimated $4.94K.
  • Principal Securities first reported a position in Invesco S&P 500 High Beta ETF in Q1 2024 and held it in 3 quarters.
  • Principal Securities's Invesco S&P 500 High Beta ETF position peaked at $25.2K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.