BOLTON SECURITIES CORPORATION’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

BOLTON SECURITIES CORPORATION’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	$200K	Buy	+1,328	New	+$195K	0.01%	891

Other funds holding SPHB

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPHB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q3 2026: 1,328 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #891 among its holdings.

96 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

BOLTON SECURITIES CORPORATION held 1,328 shares of Invesco S&P 500 High Beta ETF worth $200K as of Q3 2026.
Invesco S&P 500 High Beta ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
Invesco S&P 500 High Beta ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #891 holding.
96 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.