Optivise Advisory Services’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Optivise 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	$741K	Buy	+4,763	New	+$664K	0.38%	76

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

Optivise Advisory Services's SPHB Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 4,763 shares worth $741K. The stake represents 0.38% of the portfolio and ranks #76 among its holdings.

171 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

Optivise Advisory Services held 4,763 shares of Invesco S&P 500 High Beta ETF worth $741K as of Q2 2026.
Invesco S&P 500 High Beta ETF was a new Optivise Advisory Services position in Q2 2026.
Invesco S&P 500 High Beta ETF made up 0.38% of Optivise Advisory Services's portfolio in Q2 2026, its #76 holding.
171 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.