Sowell Financial 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
Q3 | – | Sell |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.23M | Buy |
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