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 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

Winter & Associates St. Paul, Minnesota $133M AUM

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return