TRUE Private Wealth Advisors
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TRUE Private Wealth Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

TRUE Private Wealth 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
Q3 		$17.8M Sell
118,276
-4,668
-4% -$685K 1.52% 22
2026
Q2 		$19.1M Buy
122,944
+115,254
+1,499% +$16.1M 1.65% 20
2026
Q1 		$892K Sell
7,690
-1,213
-14% -$147K 0.09% 127
2025
Q4 		$1.04M Buy
8,903
+7,000
+368% +$797K 0.1% 113
2025
Q3 		$209K Sell
1,903
-6,377
-77% -$664K 0.02% 253
2025
Q2 		$808K Buy
+8,280
New +$700K 0.09% 116
2024
Q3 		– Sell
-4,726
Closed -$399K – 271
2024
Q2 		$399K Sell
4,726
-121
-2% -$10.1K 0.05% 191
2024
Q1 		$425K Buy
4,847
+39
+0.8% +$3.23K 0.05% 185
2023
Q4 		$396K Sell
4,808
-1,357
-22% -$97.8K 0.05% 186
2023
Q3 		$432K Buy
+6,165
New +$465K 0.06% 156
2023
Q1 		– Sell
-3,579
Closed -$223K – 249
2022
Q4 		$223K Sell
3,579
-1,177
-25% -$74.1K 0.03% 204
2022
Q3 		$272K Sell
4,756
-275
-5% -$17.8K 0.04% 160
2022
Q2 		$294K Sell
5,031
-801
-14% -$53.3K 0.04% 165
2022
Q1 		$419K Sell
5,832
-1,596
-21% -$120K 0.06% 143
2021
Q4 		$587K Sell
7,428
-239
-3% -$18.7K 0.08% 138
2021
Q3 		$560K Sell
7,667
-85,521
-92% -$6.28M 0.08% 137
2021
Q2 		$7.04M Buy
93,188
+90,267
+3,090% +$6.69M 1.05% 15
2021
Q1 		$203K Buy
+2,921
New +$189K 0.03% 224

Other funds holding SPHB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TRUE Private Wealth Advisors's SPHB Position: Q3 2026 in Review

TRUE Private Wealth Advisors reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 3.8% in Q3 2026, selling an estimated $685K and leaving 118,276 shares worth $17.8M. The position accounts for 1.52% of the portfolio, ranked #22.

TRUE Private Wealth Advisors first reported a position in SPHB in Q1 2021 and has held it in 18 quarters since. The position peaked at $19.1M in Q2 2026. 52 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • TRUE Private Wealth Advisors held 118,276 shares of Invesco S&P 500 High Beta ETF worth $17.8M as of Q3 2026.
  • TRUE Private Wealth Advisors sold 4,668 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $685K.
  • Invesco S&P 500 High Beta ETF made up 1.52% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • TRUE Private Wealth Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q1 2021 and has held it in 18 quarters since.
  • TRUE Private Wealth Advisors's Invesco S&P 500 High Beta ETF position peaked at $19.1M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.