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Capasso Planning Partners’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Capasso Planning Partners’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
-7,507
Closed -$245K – 93
2022
Q2 		$245K Buy
+7,507
New +$256K 0.17% 72

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FHA
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MIAN
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WIM
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DWM
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SWP
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CPC
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PAG
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Capasso Planning Partners's PHDG Position: Q3 2022 in Review

Capasso Planning Partners sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2022, closing a stake of 7,507 shares — an estimated $245K sold.

Capasso Planning Partners first reported a position in PHDG in Q2 2022 and held it in 1 quarter. The position peaked at $245K in Q2 2022. 58 funds tracked by Wall St. Rank hold PHDG as of Q3 2022.

  • Capasso Planning Partners reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q3 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 7,507 Invesco S&P 500 Downside Hedged ETF shares in Q3 2022, an estimated $245K.
  • Capasso Planning Partners first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2022 and held it in 1 quarter.
  • Capasso Planning Partners's Invesco S&P 500 Downside Hedged ETF position peaked at $245K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2022.

Based on Capasso Planning Partners's 13F filing for Q3 2022, filed 9 Nov 2022.