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Tactive Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Tactive Advisors’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 		– Sell
-20,523
Closed -$2.4M – 286
2025
Q4 		$2.4M Sell
20,523
-2,655
-11% -$302K 0.7% 41
2025
Q3 		$2.54M Buy
+23,178
New +$2.41M 0.72% 36

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 40.91% 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

Tactive Advisors's SPHB Position: Q1 2026 in Review

Tactive Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2026, closing a stake of 20,523 shares — an estimated $2.4M sold.

Tactive Advisors first reported a position in SPHB in Q3 2025 and held it in 2 quarters. The position peaked at $2.54M in Q3 2025. 138 funds tracked by Wall St. Rank hold SPHB as of Q1 2026.

  • Tactive Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2026 after selling out during the quarter.
  • Tactive Advisors sold 20,523 Invesco S&P 500 High Beta ETF shares in Q1 2026, an estimated $2.4M.
  • Tactive Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q3 2025 and held it in 2 quarters.
  • Tactive Advisors's Invesco S&P 500 High Beta ETF position peaked at $2.54M in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2026.

Based on Tactive Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.