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

Highland Investment 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 Q2	$46.6K	Buy	+1,138	New	+$46.5K	0.02%	189

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 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

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Highland Investment Advisors's PHDG Position: Q2 2026 in Review

Highland Investment Advisors opened a new position in Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2026: 1,138 shares worth $46.6K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings.

33 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

Highland Investment Advisors held 1,138 shares of Invesco S&P 500 Downside Hedged ETF worth $46.6K as of Q2 2026.
Invesco S&P 500 Downside Hedged ETF was a new Highland Investment Advisors position in Q2 2026.
Invesco S&P 500 Downside Hedged ETF made up 0.02% of Highland Investment Advisors's portfolio in Q2 2026, its #189 holding.
33 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.