SPHB β€” INVESCO S&P 500 HIGH BETA ETF

Ownership history in Sowell Financial Services LLC  Β·  7 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported INVESCO S&P 500 HIGH BETA ETF (SPHB) in 7 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows SPHB at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in INVESCO S&P 500 HIGH BETA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPHB was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPHB stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held SPHB β€” position size vs. price
% of Fund (quarterly)    SPHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,805 -55 -0.6% 0.04% $1.0M 2026-04-20 $132.77
2025 Q4 REDUCED 8,860 -4,240 -32.4% 0.04% $1.0M 2026-01-21 $122.57
2025 Q2 ADDED 13,100 +10,058 +330.6% 0.05% $1.3M 2025-07-14 $100.64
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPHB

As of 2026 Q1 β€” sorted by position size

Axiom Financial Strategies, LLC 3Y 8.67% Winter & Associates, Inc. 2.97% Hutchens & Kramer Investment Management Group, LLC 3Y 1.14% Nova Wealth Management, Inc. 0.66% Ayalon Insurance Comp Ltd. 3Y 7Y 0.64% E&G Advisors, LP 3Y 7Y 0.37% Fingerlakes Wealth Management, Inc. 3Y 0.27% RCS Financial Planning, LLC 3Y 0.19% Financial Partners Group, Inc 3Y 7Y 0.05% KFG WEALTH MANAGEMENT, LLC 3Y 0.03%

FAQ About Sowell Financial Services LLC and SPHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning SPHB?

Sowell Financial Services LLC reported SPHB across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SPHB position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for SPHB was 0.05% in 2025 Q2.

What is the latest reported SPHB position on this page?

The most recent filing on this page is 2026 Q1, when Sowell Financial Services LLC reported 8,805 shares, equal to 0.04% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SPHB ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly SPHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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