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

B. Riley 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
2015
Q1 		– Sell
-1,877
Closed -$53K – 1585
2014
Q4 		$53K Buy
+1,877
New +$54.8K ﹤0.01% 2059

Other funds holding PHDG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Advisors's PHDG Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2015, closing a stake of 1,877 shares — an estimated $53K sold.

B. Riley Wealth Advisors first reported a position in PHDG in Q4 2014 and held it in 1 quarter. The position peaked at $53K in Q4 2014. 43 funds tracked by Wall St. Rank hold PHDG as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,877 Invesco S&P 500 Downside Hedged ETF shares in Q1 2015, an estimated $53K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $53K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.