Kovack Advisors’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 | $1.44M | Hold |
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|
2025
Q1 | $1.49M | Hold |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.27M | Hold |
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|
2022
Q1 | $2.51M | Buy |
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|
2021
Q4 | $2.65M | Sell |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $1.76M | Buy |
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