Claraphi Advisory Network’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-210	Closed	-$6K	–	936
2020 Q1	$6K	Buy	+210	New	+$6.05K	﹤0.01%	864

Other funds holding PHDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Claraphi Advisory Network's PHDG Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2020, closing a stake of 210 shares — an estimated $6K sold.

Claraphi Advisory Network first reported a position in PHDG in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 28 funds tracked by Wall St. Rank hold PHDG as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 210 Invesco S&P 500 Downside Hedged ETF shares in Q2 2020, an estimated $6K.
Claraphi Advisory Network first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's Invesco S&P 500 Downside Hedged ETF position peaked at $6K in Q1 2020.
28 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.