Sowell Financial Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Sowell Financial Services’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	$1.4M	Buy	9,005 +200	+2%	+$27.9K	0.05%	387
2026 Q1	$1.02M	Sell	8,805 -55	-0.6%	-$6.65K	0.04%	426
2025 Q4	$1.04M	Buy	+8,860	New	+$1.01M	0.04%	422
2025 Q3	–	Sell	-13,100	Closed	-$1.28M	–	1127
2025 Q2	$1.28M	Buy	+13,100	New	+$1.11M	0.05%	353
2021 Q2	–	Sell	-3,042	Closed	-$227K	–	2400
2021 Q1	$227K	Buy	3,042 +344	+13%	+$22.2K	0.01%	980
2020 Q4	$153K	Buy	+2,698	New	+$135K	0.01%	967
2020 Q1	–	Sell	-14,014	Closed	-$654K	–	2676
2019 Q4	$654K	Buy	14,014 +13,969	+31,042%	+$607K	0.05%	368
2019 Q3	$2K	Buy	+45	New	+$1.88K	﹤0.01%	2133

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

Sowell Financial Services's SPHB Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 2.3% in Q2 2026, buying an estimated $27.9K and bringing the position to 9,005 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #387.

Sowell Financial Services first reported a position in SPHB in Q3 2019 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Sowell Financial Services held 9,005 shares of Invesco S&P 500 High Beta ETF worth $1.4M as of Q2 2026.
Sowell Financial Services bought 200 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $27.9K.
Invesco S&P 500 High Beta ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #387 holding.
Sowell Financial Services first reported a position in Invesco S&P 500 High Beta ETF in Q3 2019 and has held it in 8 quarters since.
170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.