CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PHDG Stock Details PHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-337
Closed -$11K – 3474
2022
Q2 		$11K Sell
337
-109
-24% -$3.56K ﹤0.01% 3701
2022
Q1 		$16K Buy
+446
New +$16K ﹤0.01% 3535