CCP
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Cassia Capital Partners’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Cassia Capital Partners’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
2022
Q2 		– Sell
-252,058
Closed -$9.11M – 57
2022
Q1 		$9.11M Sell
252,058
-25,458
-9% -$935K 7.3% 5
2021
Q4 		$10.6M Buy
+277,516
New +$10.3M 7.1% 5

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