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 Q3	$1.86M	Buy	12,312 +7,263	+144%	+$1.07M	1.26%	23
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

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

Midwest Financial Network increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 144% in Q3 2026, buying an estimated $1.07M and bringing the position to 12,312 shares worth $1.86M. The position accounts for 1.26% of the portfolio, ranked #23.

Midwest Financial Network first reported a position in SPHB in Q1 2026 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

Midwest Financial Network held 12,312 shares of Invesco S&P 500 High Beta ETF worth $1.86M as of Q3 2026.
Midwest Financial Network bought 7,263 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $1.07M.
Invesco S&P 500 High Beta ETF made up 1.26% of Midwest Financial Network's portfolio in Q3 2026, its #23 holding.
Midwest Financial Network first reported a position in Invesco S&P 500 High Beta ETF in Q1 2026 and has held it in 3 quarters since.
32 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

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