Ameritas Advisory Services’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Sell |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $258K | Buy |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $295K | Buy |
|