Who owns Invesco S&p 500a Downside Hedged Etf etf?
- Ticker: PHDG
- CUSIP Number: 46090a705
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco S&p 500a Downside Hedged Etf etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Invesco S&p 500a Downside Hedged Etf etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Asset Allocation Strategies | 388k | $15M | -2% | Jun 2024 |
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First PREMIER Bank | 352k | $13M | -1% | Sep 2024 |
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Philip James Wealth Mangement | 112k | $4.3M | 4% | Sep 2024 |
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Patten | 107k | $4.1M | 15% | Sep 2024 |
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LPL Financial | 100k | $3.8M | 6% | Sep 2024 |
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Private Advisor | 89k | $3.4M | 3% | Sep 2024 |
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Harwood Advisory | 73k | $2.8M | -7% | Sep 2024 |
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WFA of San Diego | 55k | $2.1M | 100% | Sep 2024 |
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Sowell Financial Services | 55k | $2.1M | -1% | Sep 2024 |
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Lunt Capital Management | 52k | $2.0M | 18% | Sep 2024 |
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Susquehanna International | 52k | $2.0M | 76% | Sep 2024 |
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Kovack Advisors | 40k | $1.5M | 0% | Sep 2024 |
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Royal Bank of Canada | 37k | $1.4M | -2% | Sep 2024 |
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Kestra Advisory Services | 36k | $1.4M | 10% | Sep 2024 |
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Stratos Wealth Partners | 34k | $1.3M | -20% | Sep 2024 |
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Geneos Wealth Management | 34k | $1.3M | 9% | Jun 2024 |
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Fortis Group Advisors | 34k | $1.3M | 100% | Sep 2024 |
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Paul Damon & Associates | 26k | $978k | -16% | Sep 2024 |
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Bank of America Corporation | 21k | $816k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 20k | $754k | 3% | Sep 2024 |
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Congress Park Capital | 20k | $753k | 100% | Sep 2024 |
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Silver Oak Securities | 19k | $716k | 320% | Sep 2024 |
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Orion Portfolio Solutions | 17k | $653k | -31% | Sep 2024 |
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Advisor Group Holdings | 12k | $441k | -68% | Sep 2024 |
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Jane Street | 11k | $435k | 57% | Sep 2024 |
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Connecticut Wealth Management | 11k | $401k | 0% | Sep 2024 |
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Morgan Stanley | 9.8k | $528k | -7% | Jun 2024 |
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Wolverine Trading | 9.7k | $371k | 100% | Sep 2024 |
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Commonwealth Equity Services | 7.4k | $284k | -4% | Sep 2024 |
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Ameritas Advisory Services | 6.9k | $264k | 1% | Sep 2024 |
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WealthPlan Investment Management | 6.2k | $236k | -1% | Sep 2024 |
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Hartland & Co | 5.8k | $220k | 0% | Sep 2024 |
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HHM Wealth Advisors | 3.1k | $117k | 0% | Sep 2024 |
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Sunbelt Securities | 2.7k | $103k | 0% | Jun 2024 |
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CWM | 2.0k | $75k | 2% | Sep 2024 |
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GeoWealth Management | 1.9k | $74k | 3% | Sep 2024 |
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Harbour Investments | 885.00 | $34k | 1% | Sep 2024 |
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IFP Advisors | 600.00 | $22k | 0% | Jun 2024 |
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Private Trust Co Na | 490.00 | $18k | 0% | Jun 2024 |
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PSI Advisors | 447.00 | $17k | -15% | Sep 2024 |
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FTB Advisors | 424.00 | $16k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 4.00 | $153.000000 | 100% | Sep 2024 |
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DHJJ Financial Advisors | 2.00 | $77.000000 | 0% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $33.000000 | 0% | Sep 2024 |
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Who sold out of Invesco S&p 500a Downside Hedged Etf etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Financial Enhancement | Jun 2024 | 196k | $7.3M |
International Assets Investment Management | Jun 2024 | 22k | $814k |
Atria Investments | Jun 2024 | 16k | $598k |
Old Mission Capital | Mar 2024 | 13k | $490k |
Comprehensive Portfolio Management | Jun 2024 | 5.8k | $217k |
Ameliora Wealth Management | Jun 2024 | 576.00 | $22k |