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	–	–	0.15%	76
2024 Q1	$378K	Sell	4,311 -1,411	-25%	-$117K	0.16%	76
2023 Q4	$471K	Buy	+5,722	New	+$412K	0.21%	72

Other funds holding SPHB

Winter & Associates St. Paul, Minnesota $133M AUM

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return