Morrissey Wealth Management, LLC’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Morrissey Wealth Management, LLC’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	$634K	Buy	+4,092	New	+$571K	0.4%	17

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

Morrissey Wealth Management, LLC's SPHB Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 4,092 shares worth $634K. The stake represents 0.4% of the portfolio and ranks #17 among its holdings.

172 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Morrissey Wealth Management, LLC held 4,092 shares of Invesco S&P 500 High Beta ETF worth $634K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
Invesco S&P 500 High Beta ETF made up 0.4% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #17 holding.
172 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.