Citizens Financial Group’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Citizens Financial Group’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 Q3	$454K	Buy	+11,000	New	+$454K	0.01%	793

Other funds holding PHDG

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.38B AUM 30.08% 1-Year Est. Return

First Growth Capital Pikesville, Maryland $124M AUM 37.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Family Capital Management Grand Rapids, Michigan $261M AUM 16.52% 1-Year Est. Return

Citizens Financial Group's PHDG Position: Q3 2026 in Review

Citizens Financial Group opened a new position in Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2026: 11,000 shares worth $454K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings.

27 funds tracked by Wall St. Rank hold PHDG as of Q3 2026.

Citizens Financial Group held 11,000 shares of Invesco S&P 500 Downside Hedged ETF worth $454K as of Q3 2026.
Invesco S&P 500 Downside Hedged ETF was a new Citizens Financial Group position in Q3 2026.
Invesco S&P 500 Downside Hedged ETF made up 0.01% of Citizens Financial Group's portfolio in Q3 2026, its #793 holding.
27 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.