Capital Analysts, LLC
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 1624758
FORT WASHINGTON, PA
All Filings in PHDG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 PHDG | $1 | 21 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 PHDG | $1 | 21 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 PHDG | $1 | 21 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 PHDG | $1 | 21 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 PHDG | $1 | 21 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 PHDG | $1 | 21 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 PHDG | $1 | 21 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 PHDG | $10,492 | 315 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 PHDG | $973,247 | 29,609 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 PHDG | $797,929 | 24,719 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 PHDG | $115,701 | 3,404 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 PHDG | $117,500 | 3,601 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 PHDG | $133,465 | 3,693 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 PHDG | $96,735 | 2,541 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 PHDG | $90,968 | 2,546 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 PHDG | $83,151 | 2,339 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 PHDG | $78,186 | 2,318 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||