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

Arkadios 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
2021
Q4 		– Sell
-7
Closed – – 1430
2021
Q3 		$0 Hold
7
– – ﹤0.01% 2004
2021
Q2 		$0 Hold
7
– – ﹤0.01% 2012
2021
Q1 		$0 Hold
7
– – ﹤0.01% 1723
2020
Q4 		$0 Hold
7
– – ﹤0.01% 1449
2020
Q3 		$233 Hold
7
– – ﹤0.01% 996
2020
Q2 		$221 Hold
7
– – ﹤0.01% 927
2020
Q1 		$205 Hold
7
– – ﹤0.01% 1083
2019
Q4 		$202 Buy
+7
New +$190 ﹤0.01% 968

Other funds holding PHDG

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
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $120M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Arkadios Wealth Advisors's PHDG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2021, closing a stake of 7 shares.

Arkadios Wealth Advisors first reported a position in PHDG in Q4 2019 and held it in 8 quarters. The position peaked at $233 in Q3 2020. 65 funds tracked by Wall St. Rank hold PHDG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 7 Invesco S&P 500 Downside Hedged ETF shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $233 in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.