AE Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

AE Wealth Management’s Portfolio PHDG Stock Details PHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.02K	Hold	80	–	–	﹤0.01%	2439
2025 Q4	$3K	Sell	80 -130	-62%	-$4.92K	﹤0.01%	2300
2025 Q3	$7.82K	Buy	210 +100	+91%	+$3.63K	﹤0.01%	2027
2025 Q2	$3.88K	Buy	110 +24	+28%	+$823	﹤0.01%	1983
2025 Q1	$3.14K	Buy	86 +1	+1%	+$38	﹤0.01%	1987
2024 Q4	$3.17K	Buy	+85	New	+$3.26K	﹤0.01%	1960
2023 Q1	–	Sell	-13,419	Closed	-$433K	–	1971
2022 Q4	$433K	Buy	+13,419	New	+$455K	﹤0.01%	1367

Other funds holding PHDG

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

AE Wealth Management's PHDG Position: Q1 2026 in Review

AE Wealth Management held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q1 2026 at 80 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

AE Wealth Management first reported a position in PHDG in Q4 2022 and has held it in 7 quarters since. The position peaked at $433K in Q4 2022. 41 funds tracked by Wall St. Rank hold PHDG as of Q1 2026.

AE Wealth Management held 80 shares of Invesco S&P 500 Downside Hedged ETF worth $3.02K as of Q1 2026.
AE Wealth Management left its Invesco S&P 500 Downside Hedged ETF share count unchanged in Q1 2026.
Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2439 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2022 and has held it in 7 quarters since.
AE Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $433K in Q4 2022.
41 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.