Triumph Capital Management
SPHB icon

Triumph Capital Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Triumph Capital Management’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
Q3 		$16.5K Buy
109
+9
+9% +$1.32K ﹤0.01% 1036
2026
Q2 		$15.6K Hold
100
– – ﹤0.01% 1017
2026
Q1 		$11.6K Hold
100
– – ﹤0.01% 1069
2025
Q4 		$11.7K Buy
+100
New +$11.4K ﹤0.01% 1028

Other funds holding SPHB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Triumph Capital Management's SPHB Position: Q3 2026 in Review

Triumph Capital Management increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 9% in Q3 2026, buying an estimated $1.32K and bringing the position to 109 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Triumph Capital Management first reported a position in SPHB in Q4 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • Triumph Capital Management held 109 shares of Invesco S&P 500 High Beta ETF worth $16.5K as of Q3 2026.
  • Triumph Capital Management bought 9 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $1.32K.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1036 holding.
  • Triumph Capital Management first reported a position in Invesco S&P 500 High Beta ETF in Q4 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.