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
2026 Q2	$617K	Buy	3,966 +154	+4%	+$21.5K	﹤0.01%	2842
2026 Q1	$442K	Sell	3,812 -44	-1%	-$5.32K	﹤0.01%	2948
2025 Q4	$451K	Buy	3,856 +1,191	+45%	+$136K	﹤0.01%	2923
2025 Q3	$293K	Sell	2,665 -10,503	-80%	-$1.09M	﹤0.01%	3125
2025 Q2	$1.28M	Sell	13,168 -5,862	-31%	-$495K	﹤0.01%	2155
2025 Q1	$1.49M	Buy	+19,030	New	+$1.67M	﹤0.01%	1968
2022 Q1	–	Sell	-43,536	Closed	-$3.44M	–	3488
2021 Q4	$3.44M	Sell	43,536 -1,992	-4%	-$156K	﹤0.01%	1268
2021 Q3	$3.33M	Buy	45,528 +3,821	+9%	+$281K	﹤0.01%	1250
2021 Q2	$3.15M	Buy	41,707 +411	+1%	+$30.5K	﹤0.01%	1289
2021 Q1	$2.87M	Buy	41,296 +9,895	+32%	+$640K	﹤0.01%	1283
2020 Q4	$1.78M	Buy	+31,401	New	+$1.57M	﹤0.01%	1454

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

Stifel Financial's SPHB Position: Q2 2026 in Review

Stifel Financial increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 4% in Q2 2026, buying an estimated $21.5K and bringing the position to 3,966 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Stifel Financial first reported a position in SPHB in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.44M in Q4 2021. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Stifel Financial held 3,966 shares of Invesco S&P 500 High Beta ETF worth $617K as of Q2 2026.
Stifel Financial bought 154 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $21.5K.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2842 holding.
Stifel Financial first reported a position in Invesco S&P 500 High Beta ETF in Q4 2020 and has held it in 11 quarters since.
Stifel Financial's Invesco S&P 500 High Beta ETF position peaked at $3.44M in Q4 2021.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.