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

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $870M AUM 21.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return