Public ownership evidence

Invesco S&P 500 Downside Hedged ETF (PHDG) Ownership Disclosures

Read PHDG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P 500 Downside Hedged ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
January Capital Advisors LLC
Report period
2026-06-30
Available
2026-08-26
Reported shares
23,544
Value (USD)
$963,891
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001855967-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PHDG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PHDG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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January Capital Advisors LLC2026-06-302026-08-2623,544$963,891None
Asset Allocation Strategies LLC2026-06-302026-08-1858,853$2,409,434None
10Elms LLP2026-06-302026-08-1526$1,064None
Blueprint Financial Advisors LLC2026-06-302026-08-1577,234$3,161,960None
Ameritas Advisory Services, LLC2026-06-302026-08-155,305$217,198None
WFA of San Diego, LLC2026-06-302026-08-1548,254$2,024,230None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,514$266,757None
JANE STREET GROUP, LLC2026-06-302026-08-1528,005$1,146,525None
Orion Porfolio Solutions, LLC2026-06-302026-08-1512,861$526,514None
OLD MISSION CAPITAL LLC2026-06-302026-08-1543,871$1,796,078None
ROYAL BANK OF CANADA2026-06-302026-08-15100$4,000None
ROYAL BANK OF CANADA2026-06-302026-08-1520,725$848,000None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1516,224$664,211None
Highland Investment Advisors LLC2026-06-302026-08-141,138$46,590None
UBS Group AG2026-06-302026-08-144,270$174,814None
MORGAN STANLEY2026-06-302026-08-1431,584$1,293,049None
MORGAN STANLEY2026-06-302026-08-141,054$43,151None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-134,089$168,166None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1386$3,504None
Stratos Wealth Partners, LTD.2026-06-302026-08-1212,954$530,374None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1266$2,702None
LPL Financial LLC2026-06-302026-08-0883,340$3,411,950None
Geneos Wealth Management Inc.2026-06-302026-08-07114$4,667None
Blueprint Investment Partners LLC2026-06-302026-08-0577,234$3,161,960None
AE Wealth Management LLC2026-06-302026-08-04263,698$10,795,796None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-045,675$232,323None
Family Capital Management, Inc.2026-06-302026-08-0120,049$820,806None
Kovack Advisors, Inc.2026-06-302026-07-3032,924$1,353,331None
Connecticut Wealth Management, LLC2026-06-302026-07-3010,482$429,152None
AXXCESS WEALTH MANAGEMENT, LLC2026-06-302026-07-2916,073$658,040None
Private Advisor Group, LLC2026-06-302026-07-2839,201$1,604,903None
Creative Capital Management Investments LLC2026-06-302026-07-254$164None
DHJJ Financial Advisors, Ltd.2026-06-302026-07-252$82None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-2328$1,151None
Darwin Wealth Management, LLC2026-06-302026-07-2216,073$658,040None
First Growth Capital LLC2026-06-302026-07-1726,298$1,076,633None
First PREMIER Bank2026-06-302026-07-1641,450$1,697,000None
First PREMIER Bank2026-06-302026-07-16220,555$9,030,000None
HHM Wealth Advisors, LLC2026-06-302026-07-143,052$124,949None

90-day public filing window, up to 50 source positions.

January Capital Advisors LLC ↗Asset Allocation Strategies LLC ↗10Elms LLP ↗Blueprint Financial Advisors LLC ↗Ameritas Advisory Services, LLC ↗WFA of San Diego, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Orion Porfolio Solutions, LLC ↗OLD MISSION CAPITAL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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