10Elms LLP’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

10Elms LLP’s Portfolio PHDG Stock Details PHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06K	Hold	26	–	–	﹤0.01%	517
2026 Q1	$982	Hold	26	–	–	﹤0.01%	474
2025 Q4	$973	Hold	26	–	–	﹤0.01%	462
2025 Q3	$968	Hold	26	–	–	﹤0.01%	492
2025 Q2	$918	Hold	26	–	–	﹤0.01%	498
2025 Q1	$948	Hold	26	–	–	﹤0.01%	519
2024 Q4	$968	Buy	+26	New	+$996	﹤0.01%	513

Other funds holding PHDG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

10Elms LLP's PHDG Position: Q2 2026 in Review

10Elms LLP held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q2 2026 at 26 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

10Elms LLP first reported a position in PHDG in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

10Elms LLP held 26 shares of Invesco S&P 500 Downside Hedged ETF worth $1.06K as of Q2 2026.
10Elms LLP left its Invesco S&P 500 Downside Hedged ETF share count unchanged in Q2 2026.
Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of 10Elms LLP's portfolio in Q2 2026, its #517 holding.
10Elms LLP first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.