Goldman Sachs
PHDG icon

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
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 – 5993
2023
Q1 		$401K Buy
+12,209
New +$400K ﹤0.01% 4955
2022
Q4 		– Sell
-11,774
Closed -$400K – 6205
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

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 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
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return