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
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 $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Tucker Asset Management's SPHB Position: Q4 2025 in Review

Tucker Asset Management held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q4 2025 at 24 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Tucker Asset Management first reported a position in SPHB in Q3 2022 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold SPHB as of Q4 2025.

Tucker Asset Management held 24 shares of Invesco S&P 500 High Beta ETF worth $2.81K as of Q4 2025.
Tucker Asset Management left its Invesco S&P 500 High Beta ETF share count unchanged in Q4 2025.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #791 holding.
Tucker Asset Management first reported a position in Invesco S&P 500 High Beta ETF in Q3 2022 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.