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Invesco S&p 500a Downside Hedged Etf etf shares owned by Baron Financial Group

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

Historical chart of Baron Financial Group 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 Baron Financial Group 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 Baron Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $580k 17k 34.23
2023-09-30 $4.0M 127k 31.16
2023-06-30 $4.3M 129k 33.31
2023-03-31 $4.1M 124k 32.87
2022-12-31 $3.5M 109k 32.28
2022-09-30 $3.1M 91k 33.99

More positions owned by Baron Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Baron Financial Group

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

First PREMIER Bank
Private Advisor
WealthPlan Investment Management
Philip James Wealth Mangement
Patten
Sowell Financial Services
Harwood Advisory
Feltz Wealth PLAN
Stratos Wealth Partners
Kestra Advisory Services
Lunt Capital Management
Advisor Group Holdings
Paul Damon & Associates
Royal Bank of Canada
Atria Investments

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