One Wealth Management Investment & Advisory Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

One Wealth Management Investment & Advisory Services’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	$590K	Sell	3,791 -251	-6%	-$35K	0.62%	24
2026 Q1	$469K	Sell	4,042 -85	-2%	-$10.3K	0.56%	24
2025 Q4	$483K	Sell	4,127 -65	-2%	-$7.4K	0.53%	31
2025 Q3	$460K	Buy	4,192 +14	+0.3%	+$1.46K	0.53%	29
2025 Q2	$407K	Sell	4,178 -31	-0.7%	-$2.62K	0.52%	31
2025 Q1	$329K	Hold	4,209	–	–	0.55%	35
2024 Q4	$373K	Sell	4,209 -16	-0.4%	-$1.45K	0.59%	29
2024 Q3	$377K	Sell	4,225 -86	-2%	-$7.3K	0.66%	29
2024 Q2	$364K	Hold	4,311	–	–	0.14%	76
2024 Q1	$378K	Sell	4,311 -1,411	-25%	-$117K	0.15%	76
2023 Q4	$471K	Buy	+5,722	New	+$412K	0.21%	72

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

One Wealth Management Investment & Advisory Services's SPHB Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 6.2% in Q2 2026, selling an estimated $35K and leaving 3,791 shares worth $590K. The position accounts for 0.62% of the portfolio, ranked #24.

One Wealth Management Investment & Advisory Services first reported a position in SPHB in Q4 2023 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

One Wealth Management Investment & Advisory Services held 3,791 shares of Invesco S&P 500 High Beta ETF worth $590K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 251 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $35K.
Invesco S&P 500 High Beta ETF made up 0.62% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #24 holding.
One Wealth Management Investment & Advisory Services first reported a position in Invesco S&P 500 High Beta ETF in Q4 2023 and has held it in 11 quarters since.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.