Invesco S&p 500a Downside Hedged Etf etf shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Invesco S&p 500a Downside Hedged Etf etf (PHDG) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $214k | 5.9k | 36.48 |
| 2024-12-31 | $221k | 5.9k | 37.25 |
| 2024-09-30 | $236k | 6.2k | 38.21 |
| 2024-06-30 | $234k | 6.3k | 37.41 |
| 2024-03-31 | $231k | 6.3k | 36.78 |
| 2023-12-31 | $4.5M | 131k | 34.23 |
| 2023-09-30 | $3.8M | 122k | 31.16 |
| 2023-06-30 | $2.9M | 86k | 33.31 |
| 2023-03-31 | $3.8M | 116k | 32.87 |
| 2022-12-31 | $5.5M | 163k | 33.55 |
| 2022-09-30 | $5.1M | 160k | 31.58 |
| 2022-03-31 | $11M | 333k | 34.06 |
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