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Byrne Asset Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Byrne Asset Management’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
2024
Q1 		– Sell
-155
Closed -$5.31K – 569
2023
Q4 		$5.31K Buy
+155
New +$5.03K ﹤0.01% 408

Other funds holding PHDG

AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Byrne Asset Management's PHDG Position: Q1 2024 in Review

Byrne Asset Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2024, closing a stake of 155 shares — an estimated $5.31K sold.

Byrne Asset Management first reported a position in PHDG in Q4 2023 and held it in 1 quarter. The position peaked at $5.31K in Q4 2023. 43 funds tracked by Wall St. Rank hold PHDG as of Q1 2024.

  • Byrne Asset Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2024 after selling out during the quarter.
  • Byrne Asset Management sold 155 Invesco S&P 500 Downside Hedged ETF shares in Q1 2024, an estimated $5.31K.
  • Byrne Asset Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2023 and held it in 1 quarter.
  • Byrne Asset Management's Invesco S&P 500 Downside Hedged ETF position peaked at $5.31K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2024.

Based on Byrne Asset Management's 13F filing for Q1 2024, filed 22 Apr 2024.