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

Atlas Capital 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	-1,100	Closed	-$36.2K	–	917
2023 Q1	$36.2K	Hold	1,100	–	–	0.01%	610
2022 Q4	$35.5K	Hold	1,100	–	–	0.01%	594
2022 Q3	$37.4K	Hold	1,100	–	–	0.01%	573
2022 Q2	$35.9K	Hold	1,100	–	–	0.01%	607
2022 Q1	$39.8K	Buy	+1,100	New	+$40.4K	0.01%	569

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 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 $205M AUM 12.06% 1-Year Est. Return

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

Atlas Capital Advisors's PHDG Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2023, closing a stake of 1,100 shares — an estimated $36.2K sold.

Atlas Capital Advisors first reported a position in PHDG in Q1 2022 and held it in 5 quarters. The position peaked at $39.8K in Q1 2022. 47 funds tracked by Wall St. Rank hold PHDG as of Q2 2023.

Atlas Capital Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2023 after selling out during the quarter.
Atlas Capital Advisors sold 1,100 Invesco S&P 500 Downside Hedged ETF shares in Q2 2023, an estimated $36.2K.
Atlas Capital Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2022 and held it in 5 quarters.
Atlas Capital Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $39.8K in Q1 2022.
47 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.