SWM
PHDG icon

SHP Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

SHP Wealth Management’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
Q1 		– Sell
-60
Closed -$2.25K – 1893
2025
Q4 		$2.25K Buy
+60
New +$2.27K ﹤0.01% 1109

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

SHP Wealth Management's PHDG Position: Q1 2026 in Review

SHP Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2026, closing a stake of 60 shares — an estimated $2.25K sold.

SHP Wealth Management first reported a position in PHDG in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 41 funds tracked by Wall St. Rank hold PHDG as of Q1 2026.

  • SHP Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 60 Invesco S&P 500 Downside Hedged ETF shares in Q1 2026, an estimated $2.25K.
  • SHP Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $2.25K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.