Optivise Advisory Services
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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
Q3 		– Sell
-4,763
Closed -$741K – 249
2026
Q2 		$741K Buy
+4,763
New +$664K 0.38% 76

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BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Optivise Advisory Services's SPHB Position: Q3 2026 in Review

Optivise Advisory Services sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2026, closing a stake of 4,763 shares — an estimated $741K sold.

Optivise Advisory Services first reported a position in SPHB in Q2 2026 and held it in 1 quarter. The position peaked at $741K in Q2 2026. 52 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • Optivise Advisory Services reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 4,763 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $741K.
  • Optivise Advisory Services first reported a position in Invesco S&P 500 High Beta ETF in Q2 2026 and held it in 1 quarter.
  • Optivise Advisory Services's Invesco S&P 500 High Beta ETF position peaked at $741K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.