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Invesco S&p 500a Downside Hedged Etf etf shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $536k 14k 37.24
2025-06-30 $514k 15k 35.29
2025-03-31 $538k 15k 36.48
2024-12-31 $563k 15k 37.25
2024-09-30 $653k 17k 38.21
2024-06-30 $704k 19k 37.41
2024-03-31 $916k 25k 36.78
2023-12-31 $649k 19k 33.97

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

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