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

Mercer Global 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	$2.7K	Buy	+66	New	+$2.7K	﹤0.01%	5519

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 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

FGC

First Growth Capital Pikesville, Maryland $132M AUM

FCM

Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Mercer Global Advisors's PHDG Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2026: 66 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #5519 among its holdings.

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

Mercer Global Advisors held 66 shares of Invesco S&P 500 Downside Hedged ETF worth $2.7K as of Q2 2026.
Invesco S&P 500 Downside Hedged ETF was a new Mercer Global Advisors position in Q2 2026.
Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5519 holding.
25 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.