CA
PHDG icon

Cresta Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Cresta Advisors’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
-688
Closed -$25.8K – 126
2025
Q4 		$25.8K Buy
+688
New +$26K 0.01% 93

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
LPL Financial
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Cresta Advisors's PHDG Position: Q1 2026 in Review

Cresta Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2026, closing a stake of 688 shares — an estimated $25.8K sold.

Cresta Advisors first reported a position in PHDG in Q4 2025 and held it in 1 quarter. The position peaked at $25.8K in Q4 2025. 41 funds tracked by Wall St. Rank hold PHDG as of Q1 2026.

  • Cresta Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2026 after selling out during the quarter.
  • Cresta Advisors sold 688 Invesco S&P 500 Downside Hedged ETF shares in Q1 2026, an estimated $25.8K.
  • Cresta Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2025 and held it in 1 quarter.
  • Cresta Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $25.8K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.