HOWA
SPHB icon

Heritage Oak Wealth Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Heritage Oak Wealth Advisors’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
2025
Q4 		– Sell
-1,973
Closed -$217K – 96
2025
Q3 		$217K Buy
+1,973
New +$206K 0.08% 78

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Heritage Oak Wealth Advisors's SPHB Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q4 2025, closing a stake of 1,973 shares — an estimated $217K sold.

Heritage Oak Wealth Advisors first reported a position in SPHB in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 132 funds tracked by Wall St. Rank hold SPHB as of Q4 2025.

  • Heritage Oak Wealth Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,973 Invesco S&P 500 High Beta ETF shares in Q4 2025, an estimated $217K.
  • Heritage Oak Wealth Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q3 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Invesco S&P 500 High Beta ETF position peaked at $217K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.