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Sunbelt Securities’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Sunbelt Securities’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 		$6.26K Hold
54
– – ﹤0.01% 1611
2025
Q4 		$6.32K Hold
54
– – ﹤0.01% 1564
2025
Q3 		$5.93K Buy
+54
New +$5.63K ﹤0.01% 1575
2025
Q2 		– Sell
-54
Closed -$4.23K – 1886
2025
Q1 		$4.23K Buy
+54
New +$4.75K ﹤0.01% 1455
2024
Q3 		– Sell
-264
Closed -$22.3K – 1894
2024
Q2 		$22.3K Buy
+264
New +$22.1K ﹤0.01% 1105

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Sunbelt Securities's SPHB Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q1 2026 at 54 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Sunbelt Securities first reported a position in SPHB in Q2 2024 and has held it in 5 quarters since. The position peaked at $22.3K in Q2 2024. 138 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Sunbelt Securities held 54 shares of Invesco S&P 500 High Beta ETF worth $6.26K as of Q1 2026.
  • Sunbelt Securities left its Invesco S&P 500 High Beta ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1611 holding.
  • Sunbelt Securities first reported a position in Invesco S&P 500 High Beta ETF in Q2 2024 and has held it in 5 quarters since.
  • Sunbelt Securities's Invesco S&P 500 High Beta ETF position peaked at $22.3K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.