Baron Financial Group’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Baron Financial Group’s Portfolio PHDG Stock Details PHDG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$580K	Sell
2023 Q3	$3.95M	Sell
2023 Q2	$4.3M	Buy
2023 Q1	$4.07M	Buy
2022 Q4	$3.5M	Buy
2022 Q3	$3.09M	Buy