WealthPlan Investment Management, LLC
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 1929986
OMAHA, NE
All Filings in PHDG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 PHDG | $213,918 | 5,864 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 PHDG | $220,669 | 5,924 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 PHDG | $235,793 | 6,171 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 PHDG | $234,298 | 6,263 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 PHDG | $230,500 | 6,267 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 PHDG | $4,478,242 | 130,828 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 PHDG | $3,802,517 | 122,032 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 PHDG | $2,857,964 | 85,799 | Shares | Other | 2023-08-14 | |
| 2023-03-31 PHDG | $3,814,136 | 116,037 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 PHDG | $5,256,991 | 162,856 | Shares | Other | 2023-02-15 | |
| 2022-09-30 PHDG | $5,438,365 | 159,999 | Shares | Other | 2022-12-12 | |
| 2022-03-31 PHDG | $12,021,970 | 332,650 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||