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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

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500a Downside Hedged Etf etf held by Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

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

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

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