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 Q2	$264K	Buy	+1,699	New	+$237K	0.01%	652

Other funds holding SPHB

Winter & Associates St. Paul, Minnesota $133M AUM

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return