AE Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

AE Wealth Management’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
2025 Q3	$7.82K	Buy
2025 Q2	$3.88K	Buy
2025 Q1	$3.14K	Buy
2024 Q4	$3.17K	Buy
2023 Q1	–	Sell
2022 Q4	$433K	Buy