AAS
PHDG icon

Ameritas Advisory Services’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Ameritas Advisory Services’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
Q2 		$217K Hold
5,305
– – ﹤0.01% 1066
2026
Q1 		$200K Buy
+5,305
New +$201K 0.01% 920
2025
Q3 		– Sell
-1,664
Closed -$58.7K – 2694
2025
Q2 		$58.7K Sell
1,664
-5,280
-76% -$181K ﹤0.01% 1232
2025
Q1 		$253K Buy
6,944
+7
+0.1% +$263 0.01% 744
2024
Q4 		$258K Buy
6,937
+30
+0.4% +$1.15K 0.01% 756
2024
Q3 		$264K Buy
6,907
+43
+0.6% +$1.62K 0.01% 719
2024
Q2 		$257K Buy
6,864
+13
+0.2% +$472 0.01% 779
2024
Q1 		$252K Buy
+6,851
New +$243K 0.01% 753
2023
Q4 		– Sell
-6,780
Closed -$211K – 808
2023
Q3 		$211K Buy
+6,780
New +$223K 0.01% 737
2023
Q2 		– Sell
-7,425
Closed -$244K – 1985
2023
Q1 		$244K Buy
7,425
+42
+0.6% +$1.38K 0.01% 708
2022
Q4 		$238K Buy
7,383
+50
+0.7% +$1.7K 0.01% 775
2022
Q3 		$249K Buy
7,333
+335
+5% +$11.5K 0.01% 641
2022
Q2 		$228K Sell
6,998
-490
-7% -$16.7K 0.01% 711
2022
Q1 		$271K Sell
7,488
-254
-3% -$9.32K 0.01% 694
2021
Q4 		$295K Buy
+7,742
New +$288K 0.01% 651

Other funds holding PHDG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Ameritas Advisory Services's PHDG Position: Q2 2026 in Review

Ameritas Advisory Services held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q2 2026 at 5,305 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Ameritas Advisory Services first reported a position in PHDG in Q4 2021 and has held it in 15 quarters since. The position peaked at $295K in Q4 2021. 36 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

  • Ameritas Advisory Services held 5,305 shares of Invesco S&P 500 Downside Hedged ETF worth $217K as of Q2 2026.
  • Ameritas Advisory Services left its Invesco S&P 500 Downside Hedged ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1066 holding.
  • Ameritas Advisory Services first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2021 and has held it in 15 quarters since.
  • Ameritas Advisory Services's Invesco S&P 500 Downside Hedged ETF position peaked at $295K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.