Focus Financial Network
SPHB icon

Focus Financial Network’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Focus Financial Network’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 		$256K Hold
1,699
– – 0.01% 660
2026
Q2 		$264K Buy
+1,699
New +$237K 0.01% 652

Other funds holding SPHB

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 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
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Focus Financial Network's SPHB Position: Q3 2026 in Review

Focus Financial Network held its Invesco S&P 500 High Beta ETF (SPHB) position steady in Q3 2026 at 1,699 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #660.

Focus Financial Network first reported a position in SPHB in Q2 2026 and has held it in 2 quarters since. The position peaked at $264K in Q2 2026. 24 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • Focus Financial Network held 1,699 shares of Invesco S&P 500 High Beta ETF worth $256K as of Q3 2026.
  • Focus Financial Network left its Invesco S&P 500 High Beta ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 High Beta ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #660 holding.
  • Focus Financial Network first reported a position in Invesco S&P 500 High Beta ETF in Q2 2026 and has held it in 2 quarters since.
  • Focus Financial Network's Invesco S&P 500 High Beta ETF position peaked at $264K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.