Cetera Investment Advisers’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Cetera Investment Advisers’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	–	Sell	-5,968	Closed	-$223K	–	4926
2025 Q4	$223K	Sell	5,968 -1,641	-22%	-$62K	﹤0.01%	4162
2025 Q3	$283K	Buy	+7,609	New	+$276K	﹤0.01%	3874
2022 Q2	–	Sell	-5,919	Closed	-$214K	–	1922
2022 Q1	$214K	Buy	5,919 +110	+2%	+$4.04K	﹤0.01%	1670
2021 Q4	$221K	Buy	+5,809	New	+$216K	﹤0.01%	1667

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 $21.8B AUM 28.57% 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

Cetera Investment Advisers's PHDG Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2026, closing a stake of 5,968 shares — an estimated $223K sold.

Cetera Investment Advisers first reported a position in PHDG in Q4 2021 and held it in 4 quarters. The position peaked at $283K in Q3 2025. 41 funds tracked by Wall St. Rank hold PHDG as of Q1 2026.

Cetera Investment Advisers reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2026 after selling out during the quarter.
Cetera Investment Advisers sold 5,968 Invesco S&P 500 Downside Hedged ETF shares in Q1 2026, an estimated $223K.
Cetera Investment Advisers first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2021 and held it in 4 quarters.
Cetera Investment Advisers's Invesco S&P 500 Downside Hedged ETF position peaked at $283K in Q3 2025.
41 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.