NWM
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Nova Wealth Management’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Nova Wealth Management’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 		$443K Sell
2,850
-5,880
-67% -$820K 0.24% 97
2026
Q1 		$1.01M Buy
+8,730
New +$1.06M 0.66% 50

Other funds holding SPHB

WA
Winter & Associates St. Paul, Minnesota $133M AUM
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Nova Wealth Management's SPHB Position: Q2 2026 in Review

Nova Wealth Management reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 67% in Q2 2026, selling an estimated $820K and leaving 2,850 shares worth $443K. The position accounts for 0.24% of the portfolio, ranked #97.

Nova Wealth Management first reported a position in SPHB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2026. 21 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Nova Wealth Management held 2,850 shares of Invesco S&P 500 High Beta ETF worth $443K as of Q2 2026.
  • Nova Wealth Management sold 5,880 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $820K.
  • Invesco S&P 500 High Beta ETF made up 0.24% of Nova Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Nova Wealth Management first reported a position in Invesco S&P 500 High Beta ETF in Q1 2026 and has held it in 2 quarters since.
  • Nova Wealth Management's Invesco S&P 500 High Beta ETF position peaked at $1.01M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.