Clearstead Advisors, LLC
Position in PHDG — Invesco S&P 500 Downside Hedged ETF
CIK 842775
CLEVELAND, OH
All Filings in PHDG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 PHDG | $210,124 | 5,760 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PHDG | $214,560 | 5,760 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 PHDG | $220,089 | 5,760 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 PHDG | $215,481 | 5,760 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 PHDG | $211,852 | 5,760 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PHDG | $85,780 | 2,506 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PHDG | $78,086 | 2,506 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 PHDG | $63,055 | 1,893 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 PHDG | $41,876 | 1,274 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 PHDG | $26,372 | 817 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||