TD Waterhouse Canada’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

TD Waterhouse Canada’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	$121K	Hold	796	–	–	﹤0.01%	1193
2026 Q1	$93.3K	Hold	796	–	–	﹤0.01%	1222
2025 Q4	$93.1K	Hold	796	–	–	﹤0.01%	1046
2025 Q3	$88.6K	Hold	796	–	–	﹤0.01%	1056
2025 Q2	$77.7K	Sell	796 -867	-52%	-$73.3K	﹤0.01%	1026
2025 Q1	$131K	Sell	1,663 -175	-10%	-$15.4K	﹤0.01%	873
2024 Q4	$163K	Hold	1,838	–	–	﹤0.01%	837
2024 Q3	$161K	Hold	1,838	–	–	﹤0.01%	807
2024 Q2	$154K	Hold	1,838	–	–	﹤0.01%	813
2024 Q1	$187K	Sell	1,838 -300	-14%	-$24.8K	﹤0.01%	780
2023 Q4	$202K	Hold	2,138	–	–	﹤0.01%	679
2023 Q3	$182K	Hold	2,138	–	–	﹤0.01%	660
2023 Q2	$196K	Hold	2,138	–	–	﹤0.01%	665
2023 Q1	$179K	Sell	2,138 -26	-1%	-$1.82K	﹤0.01%	673
2022 Q4	$184K	Sell	2,164 -82	-4%	-$5.16K	﹤0.01%	657
2022 Q3	$181K	Sell	2,246 -536	-19%	-$34.8K	﹤0.01%	683
2022 Q2	$197K	Sell	2,782 -10,885	-80%	-$725K	﹤0.01%	681
2022 Q1	$1.06M	Sell	13,667 -3,676	-21%	-$276K	0.01%	442
2021 Q4	$1.43M	Buy	+17,343	New	+$1.35M	0.01%	412

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

TD Waterhouse Canada's SPHB Position: Q2 2026 in Review

TD Waterhouse Canada held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q2 2026 at 796 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

TD Waterhouse Canada first reported a position in SPHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

TD Waterhouse Canada held 796 shares of Invesco S&P 500 High Beta ETF worth $121K as of Q2 2026.
TD Waterhouse Canada left its Invesco S&P 500 High Beta ETF share count unchanged in Q2 2026.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1193 holding.
TD Waterhouse Canada first reported a position in Invesco S&P 500 High Beta ETF in Q4 2021 and has held it in 19 quarters since.
TD Waterhouse Canada's Invesco S&P 500 High Beta ETF position peaked at $1.43M in Q4 2021.
172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.