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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

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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
2024-03-31 $3.8M 104k 36.78
2023-12-31 $3.2M 92k 34.23

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

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

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

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