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Secure Asset Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Secure Asset Management’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
-4,837
Closed -$566K – 370
2025
Q4 		$566K Buy
4,837
+2,075
+75% +$236K 0.09% 176
2025
Q3 		$307K Sell
2,762
-82
-3% -$8.54K 0.05% 243
2025
Q2 		$277K Hold
2,844
– – 0.05% 259
2025
Q1 		$223K Sell
2,844
-2,943
-51% -$259K 0.04% 281
2024
Q4 		$513K Buy
5,787
+2,921
+102% +$265K 0.08% 192
2024
Q3 		$256K Sell
2,866
-30
-1% -$2.55K 0.04% 261
2024
Q2 		$245K Sell
2,896
-239
-8% -$20K 0.05% 250
2024
Q1 		$275K Buy
+3,135
New +$260K 0.06% 191

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 40.91% 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

Secure Asset Management's SPHB Position: Q1 2026 in Review

Secure Asset Management sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2026, closing a stake of 4,837 shares — an estimated $566K sold.

Secure Asset Management first reported a position in SPHB in Q1 2024 and held it in 8 quarters. The position peaked at $566K in Q4 2025. 138 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Secure Asset Management reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 4,837 Invesco S&P 500 High Beta ETF shares in Q1 2026, an estimated $566K.
  • Secure Asset Management first reported a position in Invesco S&P 500 High Beta ETF in Q1 2024 and held it in 8 quarters.
  • Secure Asset Management's Invesco S&P 500 High Beta ETF position peaked at $566K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.