Goldman Sachs
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Goldman Sachs’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Goldman Sachs’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 		– Sell
-31,694
Closed -$1.2M – 6881
2026
Q1 		$1.2M Buy
31,694
+53
+0.2% +$2.01K ﹤0.01% 4966
2025
Q4 		$1.18M Sell
31,641
-40
-0.1% -$1.51K ﹤0.01% 5007
2025
Q3 		$1.18M Buy
31,681
+40
+0.1% +$1.45K ﹤0.01% 4911
2025
Q2 		$1.12M Hold
31,641
– – ﹤0.01% 4611
2025
Q1 		$1.15M Hold
31,641
– – ﹤0.01% 4573
2024
Q4 		$1.18M Buy
+31,641
New +$1.21M ﹤0.01% 4692
2023
Q2 		– Sell
-12,209
Closed -$401K – 5992
2023
Q1 		$401K Buy
+12,209
New +$400K ﹤0.01% 4955
2022
Q4 		– Sell
-11,774
Closed -$400K – 6204
2022
Q3 		$400K Buy
+11,774
New +$405K ﹤0.01% 5122
2015
Q2 		– Sell
-327,414
Closed -$8.81M – 7393
2015
Q1 		$8.81M Sell
327,414
-4,011
-1% -$111K ﹤0.01% 2396
2014
Q4 		$9.22M Buy
+331,425
New +$9.67M ﹤0.01% 2412

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

Goldman Sachs's PHDG Position: Q2 2026 in Review

Goldman Sachs sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2026, closing a stake of 31,694 shares — an estimated $1.2M sold.

Goldman Sachs first reported a position in PHDG in Q4 2014 and held it in 10 quarters. The position peaked at $9.22M in Q4 2014. 36 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

  • Goldman Sachs reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2026 after selling out during the quarter.
  • Goldman Sachs sold 31,694 Invesco S&P 500 Downside Hedged ETF shares in Q2 2026, an estimated $1.2M.
  • Goldman Sachs first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2014 and held it in 10 quarters.
  • Goldman Sachs's Invesco S&P 500 Downside Hedged ETF position peaked at $9.22M in Q4 2014.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.