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Clear Creek Financial Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Clear Creek Financial 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
2021
Q4 		– Sell
-57,711
Closed -$2.06M – 381
2021
Q3 		$2.06M Buy
+57,711
New +$2.09M 0.33% 80

Other funds holding PHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
CCP
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $120M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Clear Creek Financial Management's PHDG Position: Q4 2021 in Review

Clear Creek Financial Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2021, closing a stake of 57,711 shares — an estimated $2.06M sold.

Clear Creek Financial Management first reported a position in PHDG in Q3 2021 and held it in 1 quarter. The position peaked at $2.06M in Q3 2021. 65 funds tracked by Wall St. Rank hold PHDG as of Q4 2021.

  • Clear Creek Financial Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q4 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 57,711 Invesco S&P 500 Downside Hedged ETF shares in Q4 2021, an estimated $2.06M.
  • Clear Creek Financial Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2021 and held it in 1 quarter.
  • Clear Creek Financial Management's Invesco S&P 500 Downside Hedged ETF position peaked at $2.06M in Q3 2021.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2021.

Based on Clear Creek Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.