Wealth Enhancement Advisory Services
SPHB icon

Wealth Enhancement Advisory Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Wealth Enhancement Advisory Services’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 		$246K Sell
1,649
-286
-15% -$39.9K ﹤0.01% 3397
2026
Q1 		$226K Buy
+1,935
New +$234K ﹤0.01% 3039
2025
Q3 		– Sell
-2,126
Closed -$213K – 3693
2025
Q2 		$213K Buy
+2,126
New +$180K ﹤0.01% 2938

Other funds holding SPHB

WA
Winter & Associates St. Paul, Minnesota $133M AUM
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPHB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 15% in Q2 2026, selling an estimated $39.9K and leaving 1,649 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3397.

Wealth Enhancement Advisory Services first reported a position in SPHB in Q2 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,649 shares of Invesco S&P 500 High Beta ETF worth $246K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 286 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $39.9K.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3397 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 High Beta ETF in Q2 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.