Wolverine Trading’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Wolverine Trading’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 Q3	$511K	Buy	13,667 +5,502	+67%	+$200K	﹤0.01%	3692
2025 Q2	$287K	Buy	+8,165	New	+$280K	﹤0.01%	3524
2024 Q4	–	Sell	-9,747	Closed	-$371K	–	5723
2024 Q3	$371K	Buy	+9,747	New	+$368K	﹤0.01%	3375
2022 Q3	–	Sell	-17,679	Closed	-$579K	–	5150
2022 Q2	$579K	Buy	+17,679	New	+$603K	﹤0.01%	2405
2020 Q4	–	Sell	-8,737	Closed	-$286K	–	5307
2020 Q3	$286K	Buy	+8,737	New	+$284K	﹤0.01%	3453
2020 Q2	–	Sell	-15,969	Closed	-$468K	–	5074
2020 Q1	$468K	Buy	+15,969	New	+$460K	﹤0.01%	2733
2019 Q2	–	Sell	-9,380	Closed	-$262K	–	4965
2019 Q1	$262K	Buy	+9,380	New	+$255K	﹤0.01%	3524

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return

Wolverine Trading's PHDG Position: Q3 2025 in Review

Wolverine Trading increased its Invesco S&P 500 Downside Hedged ETF (PHDG) stake by 67% in Q3 2025, buying an estimated $200K and bringing the position to 13,667 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Wolverine Trading first reported a position in PHDG in Q1 2019 and has held it in 7 quarters since. The position peaked at $579K in Q2 2022. 44 funds tracked by Wall St. Rank hold PHDG as of Q3 2025.

Wolverine Trading held 13,667 shares of Invesco S&P 500 Downside Hedged ETF worth $511K as of Q3 2025.
Wolverine Trading bought 5,502 Invesco S&P 500 Downside Hedged ETF shares in Q3 2025, an estimated $200K.
Invesco S&P 500 Downside Hedged ETF made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #3692 holding.
Wolverine Trading first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2019 and has held it in 7 quarters since.
Wolverine Trading's Invesco S&P 500 Downside Hedged ETF position peaked at $579K in Q2 2022.
44 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.