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
$17.2M -$3.74M -110,316 -17%
FPB
2
First PREMIER Bank
South Dakota
$14.2M -$198K -5,833 -1%
FHA
3
Flagship Harbor Advisors
Massachusetts
$11.7M +$585K +17,235 +5%
AAS
4
Asset Allocation Strategies
Michigan
$10.7M +$11.3M +331,553 New
LPL Financial
5
LPL Financial
California
$10.4M -$1.74M -51,305 -14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.24M +$6.48M +190,880 +297%
DWM
7
Darwin Wealth Management
Florida
$6.78M +$2.37M +69,767 +51%
MML Investors Services
8
MML Investors Services
Massachusetts
$6.17M +$6.48M +191,064 New
Mariner
9
Mariner
Kansas
$5.71M +$6M +176,833 New
WIM
10
WealthPlan Investment Management
Nebraska
$5.46M +$97K +2,857 +2%
WP
11
WealthPLAN Partners
Nebraska
$5.46M +$5.53M +162,884 New
EH
12
Equitable Holdings
New York
$4.4M +$4.63M +136,318 New
AC
13
Anson Capital
Georgia
$3.69M +$1.09M +32,118 +39%
BFG
14
Baron Financial Group
New Jersey
$3.5M +$593K +17,485 +19%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.28M +$1.49M +44,006 +76%
SWP
16
Stratos Wealth Partners
Ohio
$3.26M -$1.28M -37,804 -27%
FCM
17
Family Capital Management
Michigan
$2.94M +$3.09M +91,085 New
WOSD
18
WFA of San Diego
California
$2.79M -$7.36K -217 -0.3%
BWG
19
Beta Wealth Group
California
$2.63M +$63.4K +1,867 +2%
AI
20
Atria Investments
North Carolina
$2.03M +$326K +9,597 +18%
SFS
21
Sowell Financial Services
Arkansas
$2.01M +$149K +4,387 +8%
CPC
22
Congress Park Capital
New York
$1.94M -$2.09M -61,690 -51%
PG
23
Patten Group
Tennessee
$1.88M +$29.7K +875 +2%
KA
24
Kovack Advisors
Florida
$1.87M -$465K -13,699 -19%
CAN
25
Cetera Advisor Networks
California
$1.78M +$260K +7,661 +16%