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Principal Securities’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-142
Closed -$5.28K – 2907
2025
Q3 		$5.28K Buy
142
+1
+0.7% +$36 ﹤0.01% 2946
2025
Q2 		$4.98K Buy
+141
New +$4.83K ﹤0.01% 2874

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 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 $21.8B AUM 28.57% 1-Year Est. Return

Principal Securities's PHDG Position: Q4 2025 in Review

Principal Securities sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2025, closing a stake of 142 shares — an estimated $5.28K sold.

Principal Securities first reported a position in PHDG in Q2 2025 and held it in 2 quarters. The position peaked at $5.28K in Q3 2025. 43 funds tracked by Wall St. Rank hold PHDG as of Q4 2025.

  • Principal Securities reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 142 Invesco S&P 500 Downside Hedged ETF shares in Q4 2025, an estimated $5.28K.
  • Principal Securities first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Invesco S&P 500 Downside Hedged ETF position peaked at $5.28K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.