Question 1

Does Ubs own PHDG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Ubs holds 4,270 shares of PHDG (Invesco Actively Managed Exc), worth $174,814.

Question 2

How many shares of PHDG does Ubs own?

Accepted Answer

As of its Q2 2026 13F, Ubs holds 4,270 shares of PHDG (Invesco Actively Managed Exc).

Question 3

What is Ubs' PHDG position worth?

Accepted Answer

As of its Q2 2026 13F, Ubs' PHDG position is worth $174,814.

Question 4

Is Ubs buying or selling PHDG?

Accepted Answer

In Q2 2026, Ubs reduced its PHDG position by 7,763 shares (-64.5%).

Question 5

When did Ubs first buy PHDG?

Accepted Answer

Ubs already held PHDG in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price
2026-Q2 Latest	Decreased	4,270	-64.5%	$174,814	0.0%	$40.82
2026-Q1	Decreased	12,033	-0.3%	$454,679	0.0%	$37.54
2025-Q4	Decreased	12,065	-0.1%	$451,725	0.0%	$37.05
2025-Q3	Decreased	12,082	-1.9%	$449,982	0.0%	$36.69
2025-Q2	Decreased	12,315	-21.1%	$434,596	0.0%	$34.55
2025-Q1	Decreased	15,612	-8.3%	$569,526	0.0%	$35.46
2024-Q4	Decreased	17,022	-3.5%	$634,070	0.0%	$36.07
2024-Q3	Decreased	17,648	-0.9%	$674,330	0.0%	$36.83

PHDGShowing 8 of 30 quarters

PHDG
Showing 8 of 30 quarters