Creative Capital Management Investments’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Creative Capital Management Investments’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	$151	Hold	4	–	–	﹤0.01%	315
2025 Q4	$150	Hold	4	–	–	﹤0.01%	307
2025 Q3	$149	Hold	4	–	–	﹤0.01%	261
2025 Q2	$141	Hold	4	–	–	﹤0.01%	304
2025 Q1	$146	Hold	4	–	–	﹤0.01%	233
2024 Q4	$149	Buy	+4	New	+$153	﹤0.01%	260

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

Creative Capital Management Investments's PHDG Position: Q1 2026 in Review

Creative Capital Management Investments held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q1 2026 at 4 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Creative Capital Management Investments first reported a position in PHDG in Q4 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold PHDG as of Q1 2026.

Creative Capital Management Investments held 4 shares of Invesco S&P 500 Downside Hedged ETF worth $151 as of Q1 2026.
Creative Capital Management Investments 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 Creative Capital Management Investments's portfolio in Q1 2026, its #315 holding.
Creative Capital Management Investments first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2024 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.