DFA
PHDG icon

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

DHJJ Financial Advisors’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
2026
Q1 		$76 Hold
2
– – ﹤0.01% 1053
2025
Q4 		$75 Hold
2
– – ﹤0.01% 1010
2025
Q3 		$75 Hold
2
– – ﹤0.01% 972
2025
Q2 		$71 Hold
2
– – ﹤0.01% 949
2025
Q1 		$73 Hold
2
– – ﹤0.01% 901
2024
Q4 		$75 Hold
2
– – ﹤0.01% 870
2024
Q3 		$77 Hold
2
– – ﹤0.01% 849
2024
Q2 		$75 Hold
2
– – ﹤0.01% 805
2024
Q1 		$74 Hold
2
– – ﹤0.01% 788
2023
Q4 		$69 Hold
2
– – ﹤0.01% 784
2023
Q3 		$63 Buy
+2
New +$66 ﹤0.01% 783

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

DHJJ Financial Advisors's PHDG Position: Q1 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q1 2026 at 2 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

DHJJ Financial Advisors first reported a position in PHDG in Q3 2023 and has held it in 11 quarters since. The position peaked at $77 in Q3 2024. 41 funds tracked by Wall St. Rank hold PHDG as of Q1 2026.

  • DHJJ Financial Advisors held 2 shares of Invesco S&P 500 Downside Hedged ETF worth $76 as of Q1 2026.
  • DHJJ Financial Advisors left its Invesco S&P 500 Downside Hedged ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #1053 holding.
  • DHJJ Financial Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $77 in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.