Sigma Planning Corp’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Sigma Planning Corp’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 Q3	$227K	Buy	+1,503	New	+$221K	0.01%	1191
2023 Q2	–	Sell	-5,008	Closed	-$350K	–	1344
2023 Q1	$350K	Buy	5,008 +7	+0.1%	+$489	0.01%	946
2022 Q4	$312K	Sell	5,001 -1,797	-26%	-$113K	0.01%	949
2022 Q3	$390K	Sell	6,798 -4,009	-37%	-$260K	0.01%	833
2022 Q2	$633K	Sell	10,807 -10,198	-49%	-$679K	0.02%	657
2022 Q1	$1.6M	Sell	21,005 -46,543	-69%	-$3.5M	0.05%	371
2021 Q4	$5.34M	Sell	67,548 -75,113	-53%	-$5.87M	0.15%	142
2021 Q3	$10.4M	Sell	142,661 -161,315	-53%	-$11.9M	0.31%	61
2021 Q2	$23M	Buy	303,976 +67,664	+29%	+$5.02M	0.68%	15
2021 Q1	$16.4M	Buy	236,312 +21,579	+10%	+$1.39M	0.52%	26
2020 Q4	$12.2M	Buy	+214,733	New	+$10.7M	0.41%	47

Other funds holding SPHB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sigma Planning Corp's SPHB Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q3 2026: 1,503 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #1191 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in SPHB as recently as Q1 2023.

Sigma Planning Corp first reported a position in SPHB in Q4 2020 and has held it in 11 quarters since. The position peaked at $23M in Q2 2021. 66 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

Sigma Planning Corp held 1,503 shares of Invesco S&P 500 High Beta ETF worth $227K as of Q3 2026.
Invesco S&P 500 High Beta ETF was a new Sigma Planning Corp position in Q3 2026.
Invesco S&P 500 High Beta ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1191 holding.
Sigma Planning Corp first reported a position in Invesco S&P 500 High Beta ETF in Q4 2020 and has held it in 11 quarters since.
Sigma Planning Corp's Invesco S&P 500 High Beta ETF position peaked at $23M in Q2 2021.
66 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.