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Asset Planning Inc’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Asset Planning Inc’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
Q2 		– Sell
-325
Closed -$11.9K – 297
2025
Q1 		$11.9K Buy
+325
New +$12.2K 0.01% 232

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Asset Planning Inc's PHDG Position: Q2 2025 in Review

Asset Planning Inc sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2025, closing a stake of 325 shares — an estimated $11.9K sold.

Asset Planning Inc first reported a position in PHDG in Q1 2025 and held it in 1 quarter. The position peaked at $11.9K in Q1 2025. 46 funds tracked by Wall St. Rank hold PHDG as of Q2 2025.

  • Asset Planning Inc reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2025 after selling out during the quarter.
  • Asset Planning Inc sold 325 Invesco S&P 500 Downside Hedged ETF shares in Q2 2025, an estimated $11.9K.
  • Asset Planning Inc first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2025 and held it in 1 quarter.
  • Asset Planning Inc's Invesco S&P 500 Downside Hedged ETF position peaked at $11.9K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2025.

Based on Asset Planning Inc's 13F filing for Q2 2025, filed 25 Jul 2025.