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

First PREMIER Bank Sioux Falls, South Dakota $433M AUM 15% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return