Wolverine Trading

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	–	6175
2024 Q3	$371K	Buy	+9,747	New	+$368K	0.01%	3375
2022 Q3	–	Sell	-17,679	Closed	-$579K	–	5710
2022 Q2	$579K	Buy	+17,679	New	+$603K	0.02%	2405
2020 Q4	–	Sell	-8,737	Closed	-$286K	–	5680
2020 Q3	$286K	Buy	+8,737	New	+$284K	0.01%	3453
2020 Q2	–	Sell	-15,969	Closed	-$468K	–	5455
2020 Q1	$468K	Buy	+15,969	New	+$460K	0.02%	2733
2019 Q2	–	Sell	-9,380	Closed	-$262K	–	5370
2019 Q1	$262K	Buy	+9,380	New	+$255K	0.01%	3524

Other funds holding PHDG

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return