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Invesco S&p 500a Downside Hedged Etf etf shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Invesco S&p 500a Downside Hedged Etf etf (PHDG) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Invesco S&p 500a Downside Hedged Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500a Downside Hedged Etf etf held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500a Downside Hedged Etf etf by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $709k 19k 36.78
2023-12-31 $691k 20k 34.23
2023-09-30 $4.8M 153k 31.16
2023-06-30 $6.2M 187k 33.31
2023-03-31 $5.9M 178k 32.87
2022-12-31 $5.7M 177k 32.28

More positions owned by Mariner Wealth Advisors

Ishares S&p 500 Index Etf (IVV)
Apple (AAPL)
Microsoft Stock (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Amazon (AMZN)
Spdr S&p 500 Etf Etf (SPY)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

Top funds holding Invesco S&p 500a Downside Hedged Etf etf

Asset Allocation Strategies
First PREMIER Bank
WealthPlan Investment Management
Philip James Wealth Mangement
LPL Financial
Private Advisor
Harwood Advisory
Patten
Sowell Financial Services
Stratos Wealth Partners
Kestra Advisory Services
Susquehanna International
Lunt Capital Management
Advisor Group Holdings
Paul Damon & Associates

View all funds holding Invesco S&p 500a Downside Hedged Etf etf