Visionary Horizons
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Visionary Horizons’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Visionary Horizons’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 		$2.13M Buy
14,134
+306
+2% +$44.9K 0.85% 23
2026
Q2 		$2.15M Buy
+13,828
New +$1.93M 0.9% 20

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
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Visionary Horizons's SPHB Position: Q3 2026 in Review

Visionary Horizons increased its Invesco S&P 500 High Beta ETF (SPHB) stake by 2.2% in Q3 2026, buying an estimated $44.9K and bringing the position to 14,134 shares worth $2.13M. The position accounts for 0.85% of the portfolio, ranked #23.

Visionary Horizons first reported a position in SPHB in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.15M in Q2 2026. 44 funds tracked by Wall St. Rank hold SPHB as of Q3 2026.

  • Visionary Horizons held 14,134 shares of Invesco S&P 500 High Beta ETF worth $2.13M as of Q3 2026.
  • Visionary Horizons bought 306 Invesco S&P 500 High Beta ETF shares in Q3 2026, an estimated $44.9K.
  • Invesco S&P 500 High Beta ETF made up 0.85% of Visionary Horizons's portfolio in Q3 2026, its #23 holding.
  • Visionary Horizons first reported a position in Invesco S&P 500 High Beta ETF in Q2 2026 and has held it in 2 quarters since.
  • Visionary Horizons's Invesco S&P 500 High Beta ETF position peaked at $2.15M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.