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Atria Wealth Solutions’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Atria Wealth Solutions’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
2022
Q3 		– Sell
-50,944
Closed -$1.66M – 1834
2022
Q2 		$1.66M Sell
50,944
-12,122
-19% -$414K 0.03% 502
2022
Q1 		$2.28M Buy
+63,066
New +$2.32M 0.04% 446

Other funds holding PHDG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Atria Wealth Solutions's PHDG Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2022, closing a stake of 50,944 shares — an estimated $1.66M sold.

Atria Wealth Solutions first reported a position in PHDG in Q1 2022 and held it in 2 quarters. The position peaked at $2.28M in Q1 2022. 58 funds tracked by Wall St. Rank hold PHDG as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 50,944 Invesco S&P 500 Downside Hedged ETF shares in Q3 2022, an estimated $1.66M.
  • Atria Wealth Solutions first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Invesco S&P 500 Downside Hedged ETF position peaked at $2.28M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.