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Allworth Financial’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Allworth Financial’s Portfolio PHDG Stock Details PHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-511
Closed -$18.8K – 3771
2024
Q1 		$18.8K Buy
+511
New +$18.1K ﹤0.01% 1806

Other funds holding PHDG

AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

Allworth Financial's PHDG Position: Q2 2024 in Review

Allworth Financial sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2024, closing a stake of 511 shares — an estimated $18.8K sold.

Allworth Financial first reported a position in PHDG in Q1 2024 and held it in 1 quarter. The position peaked at $18.8K in Q1 2024. 48 funds tracked by Wall St. Rank hold PHDG as of Q2 2024.

  • Allworth Financial reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 511 Invesco S&P 500 Downside Hedged ETF shares in Q2 2024, an estimated $18.8K.
  • Allworth Financial first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2024 and held it in 1 quarter.
  • Allworth Financial's Invesco S&P 500 Downside Hedged ETF position peaked at $18.8K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.