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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Lido Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Invesco Exchng Traded Fd Tr fndmntl hy crp

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr fndmntl hy crp held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr fndmntl hy crp by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 68k 18.13
2023-09-30 $2.0M 118k 17.08
2023-06-30 $2.2M 129k 17.48
2023-03-31 $2.4M 138k 17.51
2022-12-31 $2.3M 134k 17.12
2022-09-30 $2.3M 138k 16.42
2022-06-30 $2.3M 138k 16.85
2022-03-31 $2.5M 134k 18.37
2021-12-31 $2.5M 129k 19.42
2021-09-30 $2.3M 40k 56.63
2021-06-30 $2.2M 113k 19.54
2021-03-31 $2.0M 103k 19.35
2020-12-31 $2.0M 102k 19.43
2020-09-30 $1.9M 104k 18.54
2020-06-30 $1.9M 105k 18.10
2020-03-31 $1.8M 108k 16.58
2019-12-31 $1.9M 100k 19.26
2019-09-30 $1.8M 94k 19.03
2019-06-30 $1.7M 91k 18.95
2019-03-31 $1.7M 91k 18.65
2018-12-31 $1.0M 59k 17.66
2018-09-30 $1.0M 55k 18.51
2018-06-30 $936k 51k 18.28

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido Advisors

Top funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp

Capital Advisors
Bank of New York Mellon
Bank of America Corporation
Wells Fargo & Company
MBL Wealth
Foundations Investment Advisors
Anfield Capital Management
Revolve Wealth Partners
Alliance Wealth Management
Towercrest Capital Management
Advisors Preferred
Vontobel Holding
Branch Banking & Trust Company
First International Bank & Trust
Colorado Capital Management

View all funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp