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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INVESCO ACTIVELY MANAGED EXC

AE Wealth Management LLC holds 263,698 shares of PHDG (INVESCO ACTIVELY MANAGED EXC), worth $10.8M as of 2026-Q2. The position was increased (+3295x shares). PHDG represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$10.8M

Current Shares

263,698

Total Value Change

+$10.8M

Total Shares Change

+263,613

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
263,698
+3295x
$10.8M0.1%$40.94
45
2026-Q1
Unchanged
80
0.0%
$3,0230.0%$38.17
0
2025-Q4
Decreased
80
-61.9%
$2,9950.0%$37.65
0
2025-Q3
Increased
210
+90.9%
$7,8210.0%$37.21
18
2025-Q2
Increased
110
+27.9%
$3,8820.0%$34.73
12
2025-Q1
Increased
86
+1.2%
$3,1370.0%$35.52
9
2024-Q4
New
85
-
$3,1660.0%$36.59
20

Other major holders of PHDG: LPL Financial LLC, Equitable Holdings, Inc.

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