Kestra Advisory Services’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $3.42M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.53M | Buy |
|
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $940K | Buy |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | $210K | Buy |
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