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

Midwest 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 		$785K Buy
5,049
+2,590
+105% +$361K 0.54% 53
2026
Q1 		$285K Buy
+2,459
New +$297K 0.23% 71

Other funds holding SPHB

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
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
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 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

Midwest Financial Network's SPHB Position: Q2 2026 in Review

Midwest Financial Network increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 105% in Q2 2026, buying an estimated $361K and bringing the position to 5,049 shares worth $785K. The position accounts for 0.54% of the portfolio, ranked #53.

Midwest Financial Network first reported a position in SPHB in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Midwest Financial Network held 5,049 shares of Invesco S&P 500 High Beta ETF worth $785K as of Q2 2026.
  • Midwest Financial Network bought 2,590 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $361K.
  • Invesco S&P 500 High Beta ETF made up 0.54% of Midwest Financial Network's portfolio in Q2 2026, its #53 holding.
  • Midwest Financial Network first reported a position in Invesco S&P 500 High Beta ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.