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	–	918
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

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

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return

Family Capital Management Grand Rapids, Michigan $225M AUM 17.04% 1-Year Est. Return