We are live on ! Find out more
PHDG icon

Invesco S&P 500 Downside Hedged ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$21.9M +$1.89M +54,991 +9%
FPB
2
First PREMIER Bank
South Dakota
$15.1M +$193K +5,613 +1%
LPL Financial
3
LPL Financial
California
$12.7M -$3.22M -93,535 -20%
FHA
4
Flagship Harbor Advisors
Massachusetts
$11.8M +$9.36M +271,867 +367%
MIAN
5
Mariner Independent Advisor Network
Kansas
$7.2M -$596K -17,324 -8%
WIM
6
WealthPlan Investment Management
Nebraska
$5.35M +$5.51M +159,999 New
DWM
7
Darwin Wealth Management
Florida
$4.73M +$2.51M +72,784 +114%
SWP
8
Stratos Wealth Partners
Ohio
$4.72M +$1M +29,164 +27%
CPC
9
Congress Park Capital
New York
$4.14M +$4.19M +121,777 New
PAG
10
Private Advisor Group
New Jersey
$3.59M +$747K +21,703 +26%
BFG
11
Baron Financial Group
New Jersey
$3.09M +$3.13M +90,990 New
WOSD
12
WFA of San Diego
California
$2.95M +$17.8K +518 +0.6%
AC
13
Anson Capital
Georgia
$2.8M -$626K -18,188 -18%
BWG
14
Beta Wealth Group
California
$2.71M -$371K -10,774 -12%
KA
15
Kovack Advisors
Florida
$2.44M +$72.1K +2,096 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.19M +$1M +29,174 +83%
PG
17
Patten Group
Tennessee
$1.97M +$46.2K +1,342 +2%
SFS
18
Sowell Financial Services
Arkansas
$1.97M +$1.99M +57,961 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.96M -$249K -7,248 -11%
AI
20
Atria Investments
North Carolina
$1.81M -$102K -2,957 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.77M -$785K -22,803 -30%
CAN
22
Cetera Advisor Networks
California
$1.61M +$281K +8,151 +21%
KAS
23
Kestra Advisory Services
Texas
$1.35M -$15.6K -454 -1%
APA
24
American Portfolios Advisors
New York
$1.17M -$8.5K -247 -0.7%
TCWM
25
Total Clarity Wealth Management
Illinois
$1.08M +$1.1M +31,925 New