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 Q2	$82	Hold	2	–	–	﹤0.01%	1057
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

DHJJ Financial Advisors's PHDG Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q2 2026 at 2 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

DHJJ Financial Advisors first reported a position in PHDG in Q3 2023 and has held it in 12 quarters since. 36 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

DHJJ Financial Advisors held 2 shares of Invesco S&P 500 Downside Hedged ETF worth $82 as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P 500 Downside Hedged ETF share count unchanged in Q2 2026.
Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1057 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2023 and has held it in 12 quarters since.
36 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.