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 Q3	$214K	Sell	1,420 -5	-0.4%	-$734	0.01%	965
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

VestGen Advisors's SPHB Position: Q3 2026 in Review

VestGen Advisors reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.35% in Q3 2026, selling an estimated $734 and leaving 1,420 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #965.

VestGen Advisors first reported a position in SPHB in Q4 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 101 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

VestGen Advisors held 1,420 shares of Invesco S&P 500 High Beta ETF worth $214K as of Q3 2026.
VestGen Advisors sold 5 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $734.
Invesco S&P 500 High Beta ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #965 holding.
VestGen Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2025 and has held it in 3 quarters since.
VestGen Advisors's Invesco S&P 500 High Beta ETF position peaked at $244K in Q4 2025.
101 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.