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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
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 $44.6B AUM 28.94% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

TRUE Private Wealth Advisors's SPHB Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 1,499% in Q2 2026, buying an estimated $16.1M and bringing the position to 122,944 shares worth $19.1M. The position accounts for 1.65% of the portfolio, ranked #20.

TRUE Private Wealth Advisors first reported a position in SPHB in Q1 2021 and has held it in 17 quarters since. 57 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • TRUE Private Wealth Advisors held 122,944 shares of Invesco S&P 500 High Beta ETF worth $19.1M as of Q2 2026.
  • TRUE Private Wealth Advisors bought 115,254 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $16.1M.
  • Invesco S&P 500 High Beta ETF made up 1.65% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #20 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 17 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.