Ameritas Investment Company’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Ameritas Investment Company’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
2021 Q3	$274K	Buy	7,658 +8	+0.1%	+$290	0.01%	589
2021 Q2	$272K	Buy	+7,650	New	+$269K	0.01%	595
2020 Q2	–	Sell	-258	Closed	-$7K	–	1238
2020 Q1	$7K	Buy	+258	New	+$7.43K	﹤0.01%	1295
2019 Q1	–	Sell	-4,328	Closed	-$114K	–	1556
2018 Q4	$114K	Buy	+4,328	New	+$120K	0.02%	399

Other funds holding PHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPB

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WOSD

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Ameritas Investment Company's PHDG Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco S&P 500 Downside Hedged ETF (PHDG) stake by 0.1% in Q3 2021, buying an estimated $290 and bringing the position to 7,658 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #589.

Ameritas Investment Company first reported a position in PHDG in Q4 2018 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold PHDG as of Q3 2021.

Ameritas Investment Company held 7,658 shares of Invesco S&P 500 Downside Hedged ETF worth $274K as of Q3 2021.
Ameritas Investment Company bought 8 Invesco S&P 500 Downside Hedged ETF shares in Q3 2021, an estimated $290.
Invesco S&P 500 Downside Hedged ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #589 holding.
Ameritas Investment Company first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2018 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.