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Invesco S&P 500 Downside Hedged ETF
PHDG

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$73.9M +$77.6M +2,656,716 New
WBG
2
Wharton Business Group
Pennsylvania
$63.6M +$11.1M +381,045 +20%
EC
3
Estate Counselors
Wisconsin
$16.9M +$991K +33,960 +6%
BPB
4
Badgley, Phelps & Bell
Washington
$14.3M +$1.08M +36,922 +8%
P
5
Palladiem
Pennsylvania
$12.1M +$12.7M +435,560 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.4M +$7.27M +249,153 +154%
UCFA
7
United Capital Financial Advisors
Texas
$10.8M +$6.1M +208,975 +116%
Goldman Sachs
8
Goldman Sachs
New York
$9.22M +$9.67M +331,425 New
CAN
9
Cetera Advisor Networks
California
$8.22M +$8.63M +295,510 New
CG
10
Colony Group
Massachusetts
$7.81M +$5.66M +193,899 +223%
LPL Financial
11
LPL Financial
California
$7.37M +$3.45M +118,347 +81%
IFWM
12
Institute for Wealth Management
Colorado
$7.05M +$7.39M +253,171 New
SWP
13
Stratos Wealth Partners
Ohio
$6.84M +$5.17M +177,176 +258%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.8M +$1.23M +42,119 +21%
AIG
15
American International Group
New York
$4.64M +$884K +30,298 +22%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.79M +$2.05M +70,288 +235%
OC
17
Oppenheimer & Co
New York
$2.18M +$1.38M +47,371 +154%
GHF
18
Good Harbor Financial
Illinois
$2.13M +$2.24M +76,615 New
PI
19
Placemark Investments
Illinois
$1.94M +$2.03M +69,679 New
BWA
20
Burt Wealth Advisors
Maryland
$1.77M +$1.86M +63,730 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.75M +$856K +29,310 +87%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M +$1.54M +52,735 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.28M +$788K +26,982 +143%
SPC
24
Sigma Planning Corp
Michigan
$639K +$670K +22,963 New
CC
25
Curian Capital
Colorado
$538K +$564K +19,334 New
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