RCS Financial Planning
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RCS Financial Planning’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

RCS Financial Planning’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 		– Sell
-3,914
Closed -$609K – 109
2026
Q2 		$609K Buy
3,914
+797
+26% +$111K 0.29% 62
2026
Q1 		$361K Buy
+3,117
New +$377K 0.19% 77

Other funds holding SPHB

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 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
NTV Asset Management
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
Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

RCS Financial Planning's SPHB Position: Q3 2026 in Review

RCS Financial Planning sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2026, closing a stake of 3,914 shares — an estimated $609K sold.

RCS Financial Planning first reported a position in SPHB in Q1 2026 and held it in 2 quarters. The position peaked at $609K in Q2 2026. 44 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • RCS Financial Planning reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2026 after selling out during the quarter.
  • RCS Financial Planning sold 3,914 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $609K.
  • RCS Financial Planning first reported a position in Invesco S&P 500 High Beta ETF in Q1 2026 and held it in 2 quarters.
  • RCS Financial Planning's Invesco S&P 500 High Beta ETF position peaked at $609K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

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