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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return