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Invesco S&p 500a Downside Hedged Etf etf shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $754k 20k 38.21
2024-06-30 $716k 19k 37.41
2024-03-31 $709k 19k 36.78
2023-12-31 $691k 20k 34.23
2023-09-30 $4.8M 153k 31.16
2023-06-30 $6.2M 187k 33.31
2023-03-31 $5.9M 178k 32.87
2022-12-31 $5.7M 177k 32.28

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)

View all positions for Mariner Wealth Advisors

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

Asset Allocation Strategies
First PREMIER Bank
Philip James Wealth Mangement
Patten
LPL Financial
Private Advisor
Harwood Advisory
WFA of San Diego
Sowell Financial Services
Lunt Capital Management
Susquehanna International
Kovack Advisors
Royal Bank of Canada
Kestra Advisory Services
Stratos Wealth Partners

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