PA
PHDG icon

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

PSI 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
2025
Q1 		– Sell
-447
Closed -$16.7K – 884
2024
Q4 		$16.7K Hold
447
– – ﹤0.01% 449
2024
Q3 		$17.1K Sell
447
-77
-15% -$2.9K 0.01% 449
2024
Q2 		$19.6K Buy
+524
New +$19K 0.01% 411

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

PSI Advisors's PHDG Position: Q1 2025 in Review

PSI Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2025, closing a stake of 447 shares — an estimated $16.7K sold.

PSI Advisors first reported a position in PHDG in Q2 2024 and held it in 3 quarters. The position peaked at $19.6K in Q2 2024. 51 funds tracked by Wall St. Rank hold PHDG as of Q1 2025.

  • PSI Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 447 Invesco S&P 500 Downside Hedged ETF shares in Q1 2025, an estimated $16.7K.
  • PSI Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $19.6K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.