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Disclosery

PHDG INVESCO ACTIVELY MANAGED EXC

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S&P500 DOWNSID (fund)

35 managers (36 13F filers) reported a position in PHDG shares at 2026-06-30, 1,259,767 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
35
13F filers
36
New
2
Added
9
Reduced
14
Sold out
7
Shares held by filers
1,259,767

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC263,698$10.8M0.05%+263,61813F-HRTimeline
First PREMIER Bank262,005$10.7M1.73%-48,08113F-HRTimeline
LPL Financial LLC83,340$3.41M<0.01%+3,86313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding77,234$3.16M+13,630Timeline
Asset Allocation Strategies LLC58,853$2.41M0.37%-4,84913F-HRTimeline
WFA of San Diego, LLC48,254$2.02M1.66%-1,59713F-HRTimeline
OLD MISSION CAPITAL LLC43,871$1.8M0.05%+5,12113F-HRTimeline
Private Advisor Group, LLC39,201$1.6M0.01%-1,38213F-HRTimeline
Kovack Advisors, Inc.32,924$1.35M0.07%-30513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,638$1.34M<0.01%+31,58313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,005$1.15M<0.01%new13F-HRTimelineGroup
First Growth Capital LLC26,298$1.08M0.82%+3,15513F-HRTimeline
January Capital Advisors LLC23,544$964K0.81%-1,18913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,825$852K<0.01%+65713F-HRTimelineGroup
Family Capital Management, Inc.20,049$821K0.32%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,224$664K<0.01%-14413F-HRTimelineGroup
Darwin Wealth Management, LLC16,073$658K0.18%-1,27313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,073$658K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,954$530K0.01%-6,48613F-HRTimelineGroup
Orion Porfolio Solutions, LLC12,861$527K<0.01%-40213F-HRTimeline
Connecticut Wealth Management, LLC10,482$429K0.02%013F-HRTimeline
Grant Private Wealth Management Inc6,824$279K0.12%-16313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,514$267K<0.01%+2,21313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,675$232K<0.01%-58113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,305$217K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,270$175K<0.01%-7,76313F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC4,089$168K0.02%13F-HRTimeline
HHM Wealth Advisors, LLC3,052$125K0.01%013F-HRTimeline
Highland Investment Advisors LLC1,138$46.6K0.02%13F-HRTimeline
Geneos Wealth Management Inc.114$4.67K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.86$3.5K<0.01%-32313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28$1.15K<0.01%013F-HRTimeline
10Elms LLP26$1.06K<0.01%013F-HRTimeline
Creative Capital Management Investments…4$164<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$82<0.01%013F-HRTimeline