Philip James Wealth Mangement »

Invesco S&p 500a Downside Hedged Etf etf shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500a Downside Hedged Etf etf by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 112k 38.21
2024-06-30 $4.0M 107k 37.41
2024-03-31 $3.8M 104k 36.78
2023-12-31 $3.2M 92k 34.23

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

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
Sowell Financial Services
Lunt Capital Management
Kovack Advisors
Royal Bank of Canada
Stratos Wealth Partners
Geneos Wealth Management
Fortis Group Advisors
Kestra Advisory Services

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