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PHDG icon

Ancora Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Ancora Advisors’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
2023
Q2 		– Sell
-306
Closed -$10K – 1884
2023
Q1 		$10K Buy
306
+2
+0.7% +$66 ﹤0.01% 1278
2022
Q4 		$10K Buy
304
+2
+0.7% +$68 ﹤0.01% 1336
2022
Q3 		$10K Buy
+302
New +$10.4K ﹤0.01% 1493

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return

Ancora Advisors's PHDG Position: Q2 2023 in Review

Ancora Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2023, closing a stake of 306 shares — an estimated $10K sold.

Ancora Advisors first reported a position in PHDG in Q3 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2023. 47 funds tracked by Wall St. Rank hold PHDG as of Q2 2023.

  • Ancora Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2023 after selling out during the quarter.
  • Ancora Advisors sold 306 Invesco S&P 500 Downside Hedged ETF shares in Q2 2023, an estimated $10K.
  • Ancora Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2022 and held it in 3 quarters.
  • Ancora Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $10K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2023.

Based on Ancora Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.