HHM Wealth Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

HHM Wealth 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
2026 Q2	$125K	Hold	3,052	–	–	0.01%	264
2026 Q1	$115K	Hold	3,052	–	–	0.01%	254
2025 Q4	$114K	Hold	3,052	–	–	0.01%	254
2025 Q3	$114K	Hold	3,052	–	–	0.01%	268
2025 Q2	$108K	Hold	3,052	–	–	0.01%	267
2025 Q1	$111K	Hold	3,052	–	–	0.02%	255
2024 Q4	$114K	Hold	3,052	–	–	0.02%	249
2024 Q3	$117K	Hold	3,052	–	–	0.02%	234
2024 Q2	$114K	Hold	3,052	–	–	0.02%	227
2024 Q1	$112K	Sell	3,052 -1,320	-30%	-$46.8K	0.02%	197
2023 Q4	$150K	Sell	4,372 -695	-14%	-$22.6K	0.03%	166
2023 Q3	$158K	Hold	5,067	–	–	0.03%	151
2023 Q2	$169K	Hold	5,067	–	–	0.03%	148
2023 Q1	$167K	Buy	+5,067	New	+$166K	0.03%	144

Other funds holding PHDG

FPB

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

PAG

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

FGC

First Growth Capital Pikesville, Maryland $132M AUM

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

GPWM

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

CCMI

Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

HHM Wealth Advisors's PHDG Position: Q2 2026 in Review

HHM Wealth Advisors held its Invesco S&P 500 Downside Hedged ETF (PHDG) position steady in Q2 2026 at 3,052 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #264.

HHM Wealth Advisors first reported a position in PHDG in Q1 2023 and has held it in 14 quarters since. The position peaked at $169K in Q2 2023. 9 funds tracked by Wall St. Rank hold PHDG as of Q2 2026.

HHM Wealth Advisors held 3,052 shares of Invesco S&P 500 Downside Hedged ETF worth $125K as of Q2 2026.
HHM Wealth Advisors left its Invesco S&P 500 Downside Hedged ETF share count unchanged in Q2 2026.
Invesco S&P 500 Downside Hedged ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #264 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2023 and has held it in 14 quarters since.
HHM Wealth Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $169K in Q2 2023.
9 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.