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Invesco S&P 500 Downside Hedged ETF
PHDG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$24.5M -$260K -10,734 -1%
TA
2
TMD & Associates
Arizona
$10.1M +$3.89M +160,727 +66%
BPB
3
Badgley, Phelps & Bell
Washington
$7.66M +$680K +28,107 +10%
AIG
4
American International Group
New York
$4.17M -$1.02M -42,238 -20%
UBS Group
5
UBS Group
Switzerland
$2.9M +$348K +14,393 +14%
Jane Street
6
Jane Street
New York
$2.57M +$1.37M +56,688 +123%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.06M -$308K -12,739 -13%
AIA
8
Allegis Investment Advisors
Idaho
$1.66M +$1.48M +61,231 +1,203%
VKH
9
Virtu KCG Holdings
New York
$998K -$413K -17,047 -30%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$759K -$423K -17,475 -37%
Invesco
11
Invesco
Georgia
$607K +$20.1K +829 +4%
LPL Financial
12
LPL Financial
California
$590K -$462K -19,096 -45%
UCFA
13
United Capital Financial Advisors
Texas
$555K -$8.4K -347 -2%
LRPA
14
L. Roy Papp & Associates
Arizona
$487K +$471K +19,465 New
CG
15
Colony Group
Massachusetts
$412K -$326K -13,484 -45%
WP
16
WealthSource Partners
California
$225K +$217K +8,985 New
PAG
17
Private Advisor Group
New Jersey
$204K +$197K +8,155 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$169K -$13.3K -550 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$164K -$4.45K -184 -3%
BWA
20
Burt Wealth Advisors
Maryland
$137K -$1.01M -41,622 -88%
CFA
21
Carroll Financial Associates
North Carolina
$75K -$8.16M -337,097 -99%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$56K +$121 +5 +0.2%
Wells Fargo
23
Wells Fargo
California
$52K – – –
WA
24
WFG Advisors
Texas
$31K -$5.16K -213 -15%
Bank of America
25
Bank of America
North Carolina
$26K +$22.7K +940 +940%
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