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Steward Partners Investment Advisory’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-104
Closed -$10.1K – 4380
2025
Q2 		$10.1K Hold
104
– – ﹤0.01% 3210
2025
Q1 		$8.14K Buy
+104
New +$9.14K ﹤0.01% 3183
2023
Q4 		– Sell
-16,880
Closed -$1.18M – 3577
2023
Q3 		$1.18M Buy
16,880
+16,621
+6,417% +$1.25M 0.02% 624
2023
Q2 		$19.8K Sell
259
-120
-32% -$8.34K ﹤0.01% 2297
2023
Q1 		$26.5K Buy
379
+26
+7% +$1.82K ﹤0.01% 2130
2022
Q4 		$22K Buy
+353
New +$22.2K ﹤0.01% 2199
2022
Q2 		– Sell
-69
Closed -$5K – 3361
2022
Q1 		$5K Sell
69
-9,113
-99% -$685K ﹤0.01% 2906
2021
Q4 		$726K Buy
9,182
+115
+1% +$8.98K 0.01% 809
2021
Q3 		$663K Sell
9,067
-5,858
-39% -$430K 0.01% 818
2021
Q2 		$1.13M Sell
14,925
-55,364
-79% -$4.11M 0.02% 624
2021
Q1 		$4.89M Buy
+70,289
New +$4.54M 0.09% 249
2018
Q2 		– Sell
-400
Closed -$17K – 2539
2018
Q1 		$17K Buy
+400
New +$17.5K ﹤0.01% 1406

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Steward Partners Investment Advisory's SPHB Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2025, closing a stake of 104 shares — an estimated $10.1K sold.

Steward Partners Investment Advisory first reported a position in SPHB in Q1 2018 and held it in 12 quarters. The position peaked at $4.89M in Q1 2021. 117 funds tracked by Wall St. Rank hold SPHB as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 104 Invesco S&P 500 High Beta ETF shares in Q3 2025, an estimated $10.1K.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P 500 High Beta ETF in Q1 2018 and held it in 12 quarters.
  • Steward Partners Investment Advisory's Invesco S&P 500 High Beta ETF position peaked at $4.89M in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.