SPHB β€” INVESCO S&P 500 HIGH BETA ETF

Ownership history in Nova Wealth Management, Inc.  Β·  1 quarter on record

AI Ownership Summary

Nova Wealth Management, Inc. reported INVESCO S&P 500 HIGH BETA ETF (SPHB) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.66% in 2026 Q1. The latest visible filing shows SPHB at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova Wealth Management, Inc.'s position in INVESCO S&P 500 HIGH BETA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPHB was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nova Wealth Management, Inc. held SPHB β€” position size vs. price
% of Fund (quarterly)    SPHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 8,730 β€” β€” 0.66% $1.0M 2026-04-14 $127.07

FAQ About Nova Wealth Management, Inc. and SPHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nova Wealth Management, Inc. reported owning SPHB?

Nova Wealth Management, Inc. reported SPHB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SPHB position in Nova Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for SPHB was 0.66% in 2026 Q1.

What is the latest reported SPHB position on this page?

The most recent filing on this page is 2026 Q1, when Nova Wealth Management, Inc. reported 8,730 shares, equal to 0.66% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SPHB ownership page compare?

The chart compares Nova Wealth Management, Inc.'s quarterly SPHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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