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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Wealthcare Advisory Partners's SPHB Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 4,829 shares worth $751K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in SPHB as recently as Q4 2025.

Wealthcare Advisory Partners first reported a position in SPHB in Q1 2017 and has held it in 11 quarters since. The position peaked at $776K in Q4 2025. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Wealthcare Advisory Partners held 4,829 shares of Invesco S&P 500 High Beta ETF worth $751K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Wealthcare Advisory Partners position in Q2 2026.
Invesco S&P 500 High Beta ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #585 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 High Beta ETF in Q1 2017 and has held it in 11 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 High Beta ETF position peaked at $776K in Q4 2025.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.