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 Q3	$252K	Buy	1,655 +6	+0.4%	+$880	﹤0.01%	3528
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Wealth Enhancement Advisory Services's SPHB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 0.36% in Q3 2026, buying an estimated $880 and bringing the position to 1,655 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3528.

Wealth Enhancement Advisory Services first reported a position in SPHB in Q2 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

Wealth Enhancement Advisory Services held 1,655 shares of Invesco S&P 500 High Beta ETF worth $252K as of Q3 2026.
Wealth Enhancement Advisory Services bought 6 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $880.
Invesco S&P 500 High Beta ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3528 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 4 quarters since.
122 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.