AWA
PHDG icon

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

Arete Wealth 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
2019
Q1 		– Sell
-23,520
Closed -$617K – 402
2018
Q4 		$617K Buy
23,520
+11,504
+96% +$319K 0.15% 168
2018
Q3 		$356K Buy
+12,016
New +$350K 0.08% 238

Other funds holding PHDG

TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return