PHDG institutional holders

INVESCO ACTIVELY MANAGED EXC · 13F, 2026Q2

Managers holding36
Shares held1,259,767
Reported value$51.6m
Quarter flows4 new, 9 added, 14 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC263,698$10.8m0.1%
First PREMIER Bank262,005$10.7m1.7%
LPL Financial LLC83,340$3.4m0.0%
Blueprint Investment Partners LLC77,234$3.2m0.3%
Blueprint Financial Advisors LLC77,234$3.2m0.4%
Asset Allocation Strategies LLC58,853$2.4m0.4%
WFA of San Diego, LLC48,254$2.0m1.7%
OLD MISSION CAPITAL LLC43,871$1.8m0.0%
Private Advisor Group, LLC39,201$1.6m0.0%
Kovack Advisors, Inc.32,924$1.4m0.1%
MORGAN STANLEY32,638$1.3m0.0%
JANE STREET GROUP, LLC28,005$1.1m0.0%
First Growth Capital LLC26,298$1.1m0.8%
January Capital Advisors LLC23,544$963,8910.8%
ROYAL BANK OF CANADA20,825$852,0000.0%
Family Capital Management, Inc.20,049$820,8060.3%
BANK OF AMERICA CORP /DE/16,224$664,2110.0%
Darwin Wealth Management, LLC16,073$658,0400.2%
AXXCESS WEALTH MANAGEMENT, LLC16,073$658,0400.0%
Stratos Wealth Partners, LTD.12,954$530,3740.0%
Orion Porfolio Solutions, LLC12,861$526,5140.0%
Connecticut Wealth Management, LLC10,482$429,1520.0%
Grant Private Wealth Management Inc6,824$279,3750.1%
OSAIC HOLDINGS, INC.6,514$266,7570.0%
ENVESTNET ASSET MANAGEMENT INC5,675$232,3230.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PHDG"). PHDG price history · All 13F data

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