First Horizon Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

First Horizon 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
2025 Q2	$16.3K	Hold	461	–	–	﹤0.01%	1500
2025 Q1	$16.8K	Hold	461	–	–	﹤0.01%	1401
2024 Q4	$17.2K	Buy	461 +37	+9%	+$1.42K	﹤0.01%	1394
2024 Q3	$16.2K	Hold	424	–	–	﹤0.01%	1450
2024 Q2	$15.9K	Hold	424	–	–	﹤0.01%	1366
2024 Q1	$15.6K	Hold	424	–	–	﹤0.01%	1431
2023 Q4	$14.5K	Hold	424	–	–	﹤0.01%	1453
2023 Q3	$13.2K	Hold	424	–	–	﹤0.01%	1407
2023 Q2	$14.1K	Buy	+424	New	+$13.9K	﹤0.01%	1412

Other funds holding PHDG

FPB

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

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Patten Group Chattanooga, Tennessee $575M AUM 21.99% 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

PAG

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

First Horizon Advisors's PHDG Position: Q2 2025 in Review

First Horizon Advisors held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q2 2025 at 461 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

First Horizon Advisors first reported a position in PHDG in Q2 2023 and has held it in 9 quarters since. The position peaked at $17.2K in Q4 2024. 46 funds tracked by Wall St. Rank hold PHDG as of Q2 2025.

First Horizon Advisors held 461 shares of Invesco S&P 500 Downside Hedged ETF worth $16.3K as of Q2 2025.
First Horizon Advisors left its Invesco S&P 500 Downside Hedged ETF share count unchanged in Q2 2025.
Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1500 holding.
First Horizon Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2023 and has held it in 9 quarters since.
First Horizon Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $17.2K in Q4 2024.
46 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.