Invesco S&p 500a Downside Hedged Etf etf shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500a Downside Hedged Etf etf (PHDG) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Invesco S&p 500a Downside Hedged Etf etf
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Quarterly reported holdings in Invesco S&p 500a Downside Hedged Etf etf by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390k | 11k | 37.25 |
| 2025-06-30 | $370k | 11k | 35.29 |
| 2025-03-31 | $382k | 11k | 36.48 |
| 2024-12-31 | $391k | 11k | 37.25 |
| 2024-09-30 | $401k | 11k | 38.21 |
| 2024-06-30 | $392k | 11k | 37.41 |
| 2024-03-31 | $386k | 11k | 36.78 |
| 2023-12-31 | $359k | 11k | 34.23 |
| 2023-09-30 | $327k | 11k | 31.16 |
| 2023-06-30 | $899k | 27k | 33.31 |
| 2023-03-31 | $1.3M | 40k | 32.87 |
| 2022-12-31 | $1.3M | 40k | 32.28 |
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