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Disclosery

PHDG INVESCO ACTIVELY MANAGED EXC

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S&P500 DOWNSID (fund)

40 managers (41 13F filers) reported a position in PHDG shares at 2026-03-31, 1,055,368 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
40
13F filers
41
New
2
Added
8
Reduced
22
Sold out
6
Shares held by filers
1,055,368

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
First PREMIER Bank310,086$11.7M2.7%-4,44513F-HRTimeline
LPL Financial LLC79,477$3M<0.01%+4,89313F-HRTimeline
Asset Allocation Strategies LLC63,702$2.41M0.43%-21,27713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding63,604$2.4M-14,826Timeline
WFA of San Diego, LLC49,851$1.88M1.51%+36213F-HRTimeline
Private Advisor Group, LLC40,583$1.53M0.01%-8,04813F-HRTimeline
OLD MISSION CAPITAL LLC38,750$1.46M0.03%-25,14213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,294$1.41M<0.01%+11,51913F-HRTimelineGroup
Kovack Advisors, Inc.33,229$1.26M0.07%-2,20613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,694$1.2M<0.01%+5313F-HRTimelineGroup
January Capital Advisors LLC24,733$935K1.26%13F-HRTimeline
First Growth Capital LLC23,143$878K0.8%-1,95613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,168$763K<0.01%-6,74613F-HRTimelineGroup
Family Capital Management, Inc.20,049$758K0.34%-3,10113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,440$735K0.01%-23913F-HRTimelineGroup
Darwin Wealth Management, LLC17,346$655K0.2%-86113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,368$618K<0.01%-2,14813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,270$501K<0.01%-1,24713F-HRTimelineGroup
Orion Porfolio Solutions, LLC13,263$501K<0.01%-74413F-HRTimeline
UBS Group AGin group UBS Group AG12,033$455K<0.01%-3213F-HRTimelineGroup
Connecticut Wealth Management, LLC10,482$396K0.02%013F-HRTimeline
Lunt Capital Management, Inc.8,923$337K0.13%-41,48813F-HRTimeline
Sunbelt Securities, Inc.7,670$290K0.02%-11413F-HRTimeline
Patten Group, Inc.7,508$284K0.05%-2,10813F-HRTimeline
Grant Private Wealth Management Inc6,987$264K0.14%+19013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,256$236K<0.01%+14513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,305$200K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,301$163K<0.01%-2,05313F-HRTimelineGroup
HHM Wealth Advisors, LLC3,052$115K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,055$39.9K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC695$26.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC684$25.8K<0.01%+42713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.409$15.5K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.114$4.31K<0.01%-90,85413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…100$3.78K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC80$3.02K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…28$1.06K<0.01%-8,85713F-HRTimeline
10Elms LLP26$982<0.01%013F-HRTimeline
Creative Capital Management Investments…4$151<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$76<0.01%013F-HRTimeline