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Valued Retirements’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Valued Retirements’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 		$218K Sell
1,400
-770
-35% -$107K 0.2% 93
2026
Q1 		$252K Buy
+2,170
New +$263K 0.25% 77

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
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

Valued Retirements's SPHB Position: Q2 2026 in Review

Valued Retirements reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 35% in Q2 2026, selling an estimated $107K and leaving 1,400 shares worth $218K. The position accounts for 0.2% of the portfolio, ranked #93.

Valued Retirements first reported a position in SPHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $252K in Q1 2026. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Valued Retirements held 1,400 shares of Invesco S&P 500 High Beta ETF worth $218K as of Q2 2026.
  • Valued Retirements sold 770 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $107K.
  • Invesco S&P 500 High Beta ETF made up 0.2% of Valued Retirements's portfolio in Q2 2026, its #93 holding.
  • Valued Retirements first reported a position in Invesco S&P 500 High Beta ETF in Q1 2026 and has held it in 2 quarters since.
  • Valued Retirements's Invesco S&P 500 High Beta ETF position peaked at $252K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.