OIA
SPHB icon

Optimum Investment Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Optimum Investment 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
2021
Q2 		– Sell
-1,000
Closed -$1K – 972
2021
Q1 		$1K Buy
+1,000
New +$64.6K ﹤0.01% 902

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Optimum Investment Advisors's SPHB Position: Q3 2025 in Review

Optimum Investment Advisors held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q3 2025 at 53 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Optimum Investment Advisors first reported a position in SPHB in Q4 2016 and has held it in 31 quarters since. The position peaked at $533K in Q4 2016. 117 funds tracked by Wall St. Rank hold SPHB as of Q3 2025.

  • Optimum Investment Advisors held 53 shares of Invesco S&P 500 High Beta ETF worth $5.82K as of Q3 2025.
  • Optimum Investment Advisors left its Invesco S&P 500 High Beta ETF share count unchanged in Q3 2025.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #533 holding.
  • Optimum Investment Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2016 and has held it in 31 quarters since.
  • Optimum Investment Advisors's Invesco S&P 500 High Beta ETF position peaked at $533K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.