BFP
PHDG icon

Briaud Financial Planning’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Briaud Financial Planning’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 		– Sell
-95
Closed -$3K – 260
2025
Q2 		$3K Buy
+95
New +$3.26K ﹤0.01% 312

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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return

Briaud Financial Planning's PHDG Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2025, closing a stake of 95 shares — an estimated $3K sold.

Briaud Financial Planning first reported a position in PHDG in Q2 2025 and held it in 1 quarter. The position peaked at $3K in Q2 2025. 44 funds tracked by Wall St. Rank hold PHDG as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 95 Invesco S&P 500 Downside Hedged ETF shares in Q3 2025, an estimated $3K.
  • Briaud Financial Planning first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Invesco S&P 500 Downside Hedged ETF position peaked at $3K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.