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PHDGPHDG
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Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in INVESCO ACTIVELY MANAGED EXC

AXXCESS WEALTH MANAGEMENT, LLC holds 16,073 shares of PHDG (INVESCO ACTIVELY MANAGED EXC), worth $658,040 as of 2026-Q2. This is a new position. PHDG represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$658,040

Current Shares

16,073

Total Value Change

+$1,088

Total Shares Change

-1,473

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
16,073
-
$658,0400.0%$40.94
34
2026-Q1
Exited
0
-100.0%
$00.0%$38.17
0
2025-Q4
New
17,546
-
$656,9520.0%$37.65
34

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

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