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

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

Historical chart of Briaud Financial 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.0k 95 31.58

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial 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
WFA of San Diego
Susquehanna International
Kovack Advisors
Old Mission Capital
Goldman Sachs Group
Royal Bank of Canada

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