Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Cambridge Investment Research 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
Q1 		– Sell
-23,535
Closed -$760K – 3225
2022
Q4 		$760K Buy
23,535
+10,262
+77% +$348K ﹤0.01% 1703
2022
Q3 		$451K Sell
13,273
-5,165
-28% -$178K ﹤0.01% 2017
2022
Q2 		$602K Buy
18,438
+1,336
+8% +$45.6K ﹤0.01% 1823
2022
Q1 		$618K Sell
17,102
-4,546
-21% -$167K ﹤0.01% 1929
2021
Q4 		$824K Sell
21,648
-6,182
-22% -$230K ﹤0.01% 1715
2021
Q3 		$994K Buy
27,830
+2,096
+8% +$76K ﹤0.01% 1524
2021
Q2 		$915K Buy
25,734
+7,568
+42% +$266K ﹤0.01% 1591
2021
Q1 		$613K Buy
18,166
+3,706
+26% +$126K ﹤0.01% 1748
2020
Q4 		$478K Buy
+14,460
New +$473K ﹤0.01% 1795
2015
Q3 		– Sell
-29,244
Closed -$756K – 1565
2015
Q2 		$756K Sell
29,244
-31,612
-52% -$845K 0.02% 618
2015
Q1 		$1.64M Sell
60,856
-2,030
-3% -$56.1K 0.05% 348
2014
Q4 		$1.75M Buy
62,886
+29,310
+87% +$856K 0.05% 321
2014
Q3 		$966K Sell
33,576
-7,160
-18% -$205K 0.03% 539
2014
Q2 		$1.16M Sell
40,736
-7,602
-16% -$212K 0.04% 414
2014
Q1 		$1.36M Sell
48,338
-10,238
-17% -$283K 0.05% 346
2013
Q4 		$1.63M Buy
58,576
+7,097
+14% +$195K 0.07% 287
2013
Q3 		$1.38M Buy
51,479
+23,971
+87% +$656K 0.06% 288
2013
Q2 		$745K Buy
+27,508
New +$738K 0.04% 398

Other funds holding PHDG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $225M AUM 17.04% 1-Year Est. Return

Cambridge Investment Research Advisors's PHDG Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2023, closing a stake of 23,535 shares — an estimated $760K sold.

Cambridge Investment Research Advisors first reported a position in PHDG in Q2 2013 and held it in 18 quarters. The position peaked at $1.75M in Q4 2014. 52 funds tracked by Wall St. Rank hold PHDG as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 23,535 Invesco S&P 500 Downside Hedged ETF shares in Q1 2023, an estimated $760K.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2013 and held it in 18 quarters.
  • Cambridge Investment Research Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $1.75M in Q4 2014.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.