Kovitz Investment Group Partners’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-94,971	Closed	-$3.54M	–	1288
2024 Q4	$3.54M	Buy	+94,971	New	+$3.54M	0.02%	470