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Hutchens & Kramer Investment Management Group’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$5.03M Buy
32,356
+1,200
+4% +$167K 1.35% 19
2026
Q1 		$3.61M Buy
31,156
+26,044
+509% +$3.15M 1.14% 22
2025
Q4 		$598K Buy
+5,112
New +$582K 0.21% 69

Other funds holding SPHB

WA
Winter & Associates St. Paul, Minnesota $133M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SPHB Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 3.9% in Q2 2026, buying an estimated $167K and bringing the position to 32,356 shares worth $5.03M. The position accounts for 1.35% of the portfolio, ranked #19.

Hutchens & Kramer Investment Management Group first reported a position in SPHB in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 32,356 shares of Invesco S&P 500 High Beta ETF worth $5.03M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group bought 1,200 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $167K.
  • Invesco S&P 500 High Beta ETF made up 1.35% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #19 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Invesco S&P 500 High Beta ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.