SEC 13F Intelligence

January Capital Advisors LLC / PHDG

January Capital Advisors LLC’s Invesco Actively Managed Exc Position

Does January Capital Advisors LLC own Invesco Actively Managed Exc (PHDG)? Yes24.7K shares worth $934,569 (+1.26% of its 13F portfolio) as of Q1 2026, down from 116.5K shares the prior filed quarter.

Position Value
$934,569
Q1 2026
Shares
24.7K
% of Portfolio
+1.26%
Quarters Held
2
currently held

Position History PHDG

Reported value by quarter
Q2 ’22: $4MQ2 ’22Q1 ’26: $934,569Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.7K$934,569+1.26%
Q2 2022116.5K$4M+3.38%

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