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VestGen Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

VestGen 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 		$222K Buy
+1,425
New +$199K 0.01% 986
2026
Q1 		– Sell
-2,086
Closed -$244K – 1098
2025
Q4 		$244K Buy
+2,086
New +$238K 0.01% 658

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

VestGen Advisors's SPHB Position: Q2 2026 in Review

VestGen Advisors opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 1,425 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in SPHB as recently as Q4 2025.

VestGen Advisors first reported a position in SPHB in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • VestGen Advisors held 1,425 shares of Invesco S&P 500 High Beta ETF worth $222K as of Q2 2026.
  • Invesco S&P 500 High Beta ETF was a new VestGen Advisors position in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #986 holding.
  • VestGen Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2025 and has held it in 2 quarters since.
  • VestGen Advisors's Invesco S&P 500 High Beta ETF position peaked at $244K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.