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

Sanctuary 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	$443K	Hold	2,848	–	–	﹤0.01%	2053
2026 Q1	$330K	Hold	2,848	–	–	﹤0.01%	2028
2025 Q4	$333K	Sell	2,848 -30	-1%	-$3.42K	﹤0.01%	1952
2025 Q3	$316K	Sell	2,878 -40	-1%	-$4.17K	﹤0.01%	1973
2025 Q2	$285K	Sell	2,918 -3,120	-52%	-$264K	﹤0.01%	1959
2025 Q1	$473K	Buy	6,038 +3,080	+104%	+$271K	﹤0.01%	1551
2024 Q4	$273K	Hold	2,958	–	–	﹤0.01%	2057
2024 Q3	$274K	Sell	2,958 -5,239	-64%	-$445K	﹤0.01%	2051
2024 Q2	$682K	Buy	+8,197	New	+$686K	﹤0.01%	1425

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

Sanctuary Advisors's SPHB Position: Q2 2026 in Review

Sanctuary Advisors held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 2,848 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Sanctuary Advisors first reported a position in SPHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $682K in Q2 2024. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Sanctuary Advisors held 2,848 shares of Invesco S&P 500 High Beta ETF worth $443K as of Q2 2026.
Sanctuary 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 Sanctuary Advisors's portfolio in Q2 2026, its #2053 holding.
Sanctuary Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Invesco S&P 500 High Beta ETF position peaked at $682K in Q2 2024.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

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