Beta Wealth Group, Inc.
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 1594417
SAN DIEGO, CA
All Filings in PHDG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-06-30 PHDG | $1,376,435 | 41,322 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 PHDG | $1,346,190 | 40,955 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 PHDG | $2,628,333 | 81,423 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 PHDG | $2,704,108 | 79,556 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 PHDG | $2,947,467 | 90,330 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 PHDG | $3,379,885 | 93,522 | Shares | Other | 2022-05-12 | |
| 2021-12-31 PHDG | $3,871,147 | 101,685 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 PHDG | $3,633,204 | 101,685 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 PHDG | $3,628,943 | 102,080 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 PHDG | $3,309,148 | 98,107 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 PHDG | $2,896,435 | 87,585 | Shares | Sole | 2021-03-18 | |
| No filing history on record for this holder in this stock. | ||||||