VH
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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
Q2 		$2.15M Buy
+13,828
New +$1.93M 0.9% 20

Other funds holding SPHB

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
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

Visionary Horizons's SPHB Position: Q2 2026 in Review

Visionary Horizons opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q2 2026: 13,828 shares worth $2.15M. The stake represents 0.9% of the portfolio and ranks #20 among its holdings.

21 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Visionary Horizons held 13,828 shares of Invesco S&P 500 High Beta ETF worth $2.15M as of Q2 2026.
  • Invesco S&P 500 High Beta ETF was a new Visionary Horizons position in Q2 2026.
  • Invesco S&P 500 High Beta ETF made up 0.9% of Visionary Horizons's portfolio in Q2 2026, its #20 holding.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.