Tucker Asset Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Tucker Asset 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 Q2	$8.09K	Buy	52 +32	+160%	+$4.46K	﹤0.01%	355
2026 Q1	$2.32K	Sell	20 -4	-17%	-$484	﹤0.01%	334
2025 Q4	$2.81K	Hold	24	–	–	﹤0.01%	791
2025 Q3	$2.63K	Buy	+24	New	+$2.5K	﹤0.01%	285
2023 Q1	–	Sell	-18	Closed	-$1.13K	–	1216
2022 Q4	$1.13K	Hold	18	–	–	﹤0.01%	631
2022 Q3	$1.12K	Buy	+18	New	+$1.17K	﹤0.01%	648

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

Tucker Asset Management's SPHB Position: Q2 2026 in Review

Tucker Asset Management increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 160% in Q2 2026, buying an estimated $4.46K and bringing the position to 52 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Tucker Asset Management first reported a position in SPHB in Q3 2022 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Tucker Asset Management held 52 shares of Invesco S&P 500 High Beta ETF worth $8.09K as of Q2 2026.
Tucker Asset Management bought 32 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $4.46K.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #355 holding.
Tucker Asset Management first reported a position in Invesco S&P 500 High Beta ETF in Q3 2022 and has held it in 6 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.