SEC 13F Intelligence

First Premier Bank / PHDG

First Premier Bank’s Invesco Actively Managed Exc Position

Does First Premier Bank own Invesco Actively Managed Exc (PHDG)? Yes310.1K shares worth $12M (+2.70% of its 13F portfolio) as of Q1 2026, down from 314.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
310.1K
% of Portfolio
+2.70%
Quarters Held
24
currently held

Position History PHDG

Reported value by quarter
Q2 ’20: $1MQ2 ’20Q3 ’20: $3MQ4 ’20: $3MQ1 ’21: $5MQ1 ’21Q2 ’21: $12MQ3 ’21: $14MQ4 ’21: $15MQ4 ’21Q1 ’22: $17MQ2 ’22: $14MQ3 ’22: $15MQ3 ’22Q4 ’22: $14MQ1 ’23: $14MQ2 ’23: $14MQ2 ’23Q3 ’23: $12MQ4 ’23: $13MQ1 ’24: $14MQ1 ’24Q2 ’24: $13MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $12MQ3 ’25Q4 ’25: $12MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026310.1K$12M+2.70%
Q4 2025314.5K$12M+2.70%
Q3 2025324.6K$12M+2.75%
Q2 2025330.4K$12M+2.82%
Q1 2025347.7K$13M+3.22%
Q4 2024349.1K$13M+3.31%
Q3 2024351.9K$13M+3.35%
Q2 2024353.6K$13M+3.54%
Q1 2024368.7K$14M+3.59%
Q4 2023371.4K$13M+3.56%
Q3 2023397.6K$12M+3.80%
Q2 2023424.0K$14M+4.03%
Q1 2023434.4K$14M+4.16%
Q4 2022438.6K$14M+4.29%
Q3 2022444.4K$15M+4.93%
Q2 2022438.8K$14M+4.27%
Q1 2022461.0K$17M+4.39%
Q4 2021404.1K$15M+3.98%
Q3 2021387.8K$14M+3.93%
Q2 2021347.7K$12M+3.57%
Q1 2021158.1K$5M+1.89%
Q4 202091.0K$3M+1.19%
Q3 202077.4K$3M+1.12%
Q2 202042.0K$1M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Premier Bank’s full portfolio or all institutional holders of PHDG.