Northwestern Mutual Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Northwestern Mutual Wealth Management’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	–	Sell	-100	Closed	-$3.78K	–	4369
2026 Q1	$3.78K	Hold	100	–	–	﹤0.01%	3398
2025 Q4	$3.74K	Sell	100 -28	-22%	-$1.06K	﹤0.01%	3308
2025 Q3	$4.77K	Buy	+128	New	+$4.64K	﹤0.01%	3161
2025 Q1	–	Sell	-229	Closed	-$8.53K	–	3879
2024 Q4	$8.53K	Buy	229 +225	+5,625%	+$8.62K	﹤0.01%	2800
2024 Q3	$153	Buy	+4	New	+$151	﹤0.01%	3460
2022 Q2	–	Sell	-2,960	Closed	-$107K	–	3399
2022 Q1	$107K	Buy	+2,960	New	+$109K	﹤0.01%	1675
2021 Q3	–	Sell	-1,141	Closed	-$41K	–	3165
2021 Q2	$41K	Buy	+1,141	New	+$40.1K	﹤0.01%	1924
2015 Q1	–	Sell	-1,160	Closed	-$32K	–	1744
2014 Q4	$32K	Buy	+1,160	New	+$33.9K	﹤0.01%	753

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

AAS

Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $122M AUM 24.48% 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

Northwestern Mutual Wealth Management's PHDG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2026, closing a stake of 100 shares — an estimated $3.78K sold.

Northwestern Mutual Wealth Management first reported a position in PHDG in Q4 2014 and held it in 8 quarters. The position peaked at $107K in Q1 2022. 36 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 100 Invesco S&P 500 Downside Hedged ETF shares in Q2 2026, an estimated $3.78K.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2014 and held it in 8 quarters.
Northwestern Mutual Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $107K in Q1 2022.
36 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.