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

Stifel Financial’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 		$293K Sell
2025
Q2 		$1.28M Sell
2025
Q1 		$1.49M Buy
2022
Q1 		– Sell
2021
Q4 		$3.44M Sell
2021
Q3 		$3.33M Buy
2021
Q2 		$3.15M Buy
2021
Q1 		$2.87M Buy
2020
Q4 		$1.78M Buy