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

Realta Investment 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
Q1 		– Sell
-630
Closed -$73.7K – 400
2025
Q4 		$73.7K Buy
+630
New +$71.8K 0.02% 232
2020
Q1 		– Sell
-726
Closed -$32K – 1229
2019
Q4 		$32K Hold
726
– – 0.01% 786
2019
Q3 		$30K Sell
726
-755
-51% -$31.6K 0.01% 804
2019
Q2 		$63K Buy
1,481
+30
+2% +$1.27K 0.02% 620
2019
Q1 		$60K Buy
+1,451
New +$58K 0.03% 506

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Realta Investment Advisors's SPHB Position: Q1 2026 in Review

Realta Investment Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2026, closing a stake of 630 shares — an estimated $73.7K sold.

Realta Investment Advisors first reported a position in SPHB in Q1 2019 and held it in 5 quarters. The position peaked at $73.7K in Q4 2025. 138 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Realta Investment Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 630 Invesco S&P 500 High Beta ETF shares in Q1 2026, an estimated $73.7K.
  • Realta Investment Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's Invesco S&P 500 High Beta ETF position peaked at $73.7K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.