Wealthcare Advisory Partners’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Wealthcare Advisory Partners’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	$452K	Sell	2,997 -1,832	-38%	-$269K	0.01%	781
2026 Q2	$751K	Buy	+4,829	New	+$674K	0.01%	585
2026 Q1	–	Sell	-6,631	Closed	-$776K	–	1131
2025 Q4	$776K	Buy	+6,631	New	+$755K	0.02%	578
2021 Q2	–	Sell	-242	Closed	-$17K	–	1684
2021 Q1	$17K	Buy	+242	New	+$15.6K	﹤0.01%	1270
2019 Q1	–	Sell	-225	Closed	-$8K	–	1273
2018 Q4	$8K	Hold	225	–	–	﹤0.01%	847
2018 Q3	$10K	Hold	225	–	–	﹤0.01%	852
2018 Q2	$10K	Hold	225	–	–	﹤0.01%	845
2018 Q1	$10K	Hold	225	–	–	﹤0.01%	734
2017 Q4	$10K	Hold	225	–	–	﹤0.01%	684
2017 Q3	$9K	Hold	225	–	–	﹤0.01%	570
2017 Q2	$8K	Hold	225	–	–	﹤0.01%	81
2017 Q1	$8K	Buy	+225	New	+$8.45K	﹤0.01%	81

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

Wealthcare Advisory Partners's SPHB Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 38% in Q3 2026, selling an estimated $269K and leaving 2,997 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #781.

Wealthcare Advisory Partners first reported a position in SPHB in Q1 2017 and has held it in 12 quarters since. The position peaked at $776K in Q4 2025. 122 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

Wealthcare Advisory Partners held 2,997 shares of Invesco S&P 500 High Beta ETF worth $452K as of Q3 2026.
Wealthcare Advisory Partners sold 1,832 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $269K.
Invesco S&P 500 High Beta ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #781 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 High Beta ETF in Q1 2017 and has held it in 12 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 High Beta ETF position peaked at $776K in Q4 2025.
122 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.