Asset Planning »

Invesco S&p 500a Downside Hedged Etf etf shares owned by Asset Planning

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

Historical chart of Asset Planning 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 Asset Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500a Downside Hedged Etf etf by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $12k 325 36.48

More positions owned by Asset Planning

Amazon.Com Amzn (AMZN)
Transdigm Group TDG (TDG)
Eli Lilly & Co Lly (LLY)
Apple Computer Aapl (AAPL)
Allstate Corp. All (ALL)
Costco Wholesale Corp - Cost (COST)
NVIDIA Corp Nvda (NVDA)
Mc Donalds Corp MCD (MCD)
Welltower Well (WELL)
Altria Group Mo (MO)
Netflix NFLX (NFLX)
Microsoft Corp MSFT (MSFT)
Verizon Communications VZ (VZ)
Realty Income Corp O (O)
Edwards Lifesciences Cp Ew (EW)

View all positions for Asset Planning

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

First PREMIER Bank
Asset Allocation Strategies
Geneos Wealth Management
LPL Financial
Blueprint Investment Partners
Blueprint Financial Advisors
Lunt Capital Management
Harwood Advisory
Private Advisor
Susquehanna International
Kovack Advisors
Old Mission Capital
Goldman Sachs Group
Royal Bank of Canada
Patten

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