FGC
PHDG icon

First Growth Capital’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

First Growth Capital’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 		$1.08M Buy
26,298
+3,155
+14% +$129K 0.82% 29
2026
Q1 		$878K Sell
23,143
-1,956
-8% -$74.3K 0.79% 31
2025
Q4 		$953K Buy
+25,099
New +$949K 0.85% 30

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

First Growth Capital's PHDG Position: Q2 2026 in Review

First Growth Capital increased its Invesco S&P 500 Downside Hedged ETF (PHDG) stake by 14% in Q2 2026, buying an estimated $129K and bringing the position to 26,298 shares worth $1.08M. The position accounts for 0.82% of the portfolio, ranked #29.

First Growth Capital first reported a position in PHDG in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

  • First Growth Capital held 26,298 shares of Invesco S&P 500 Downside Hedged ETF worth $1.08M as of Q2 2026.
  • First Growth Capital bought 3,155 Invesco S&P 500 Downside Hedged ETF shares in Q2 2026, an estimated $129K.
  • Invesco S&P 500 Downside Hedged ETF made up 0.82% of First Growth Capital's portfolio in Q2 2026, its #29 holding.
  • First Growth Capital first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on First Growth Capital's 13F filing for Q2 2026, filed 16 Jul 2026.