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 Q3	$1.11M	Buy	26,895 +597	+2%	+$24.6K	0.89%	26
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

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Grant Private Wealth Management Pleasanton, California $223M AUM 30.98% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

First Growth Capital's PHDG Position: Q3 2026 in Review

First Growth Capital increased its Invesco S&P 500 Downside Hedged ETF (PHDG) stake by 2.3% in Q3 2026, buying an estimated $24.6K and bringing the position to 26,895 shares worth $1.11M. The position accounts for 0.89% of the portfolio, ranked #26.

First Growth Capital first reported a position in PHDG in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold PHDG as of Q3 2026.

First Growth Capital held 26,895 shares of Invesco S&P 500 Downside Hedged ETF worth $1.11M as of Q3 2026.
First Growth Capital bought 597 Invesco S&P 500 Downside Hedged ETF shares in Q3 2026, an estimated $24.6K.
Invesco S&P 500 Downside Hedged ETF made up 0.89% of First Growth Capital's portfolio in Q3 2026, its #26 holding.
First Growth Capital first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2026.

Based on First Growth Capital's 13F filing for Q3 2026, filed 15 Oct 2026.