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SHP Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

SHP Wealth 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 		$928 Hold
8
– – ﹤0.01% 1471
2025
Q4 		$936 Buy
+8
New +$911 ﹤0.01% 1272

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.66T AUM 25.57% 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 $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SHP Wealth Management's SPHB Position: Q1 2026 in Review

SHP Wealth Management held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q1 2026 at 8 shares worth $928. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

SHP Wealth Management first reported a position in SPHB in Q4 2025 and has held it in 2 quarters since. The position peaked at $936 in Q4 2025. 137 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • SHP Wealth Management held 8 shares of Invesco S&P 500 High Beta ETF worth $928 as of Q1 2026.
  • SHP Wealth Management left its Invesco S&P 500 High Beta ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1471 holding.
  • SHP Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $936 in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.