Comerica Bank’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Comerica Bank’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 Q4	–	Sell	-204	Closed	-$6.36K	–	3804
2023 Q3	$6.36K	Buy	+204	New	+$6.71K	﹤0.01%	3306

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

PAG

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return

SWP

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

Comerica Bank's PHDG Position: Q4 2023 in Review

Comerica Bank sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2023, closing a stake of 204 shares — an estimated $6.36K sold.

Comerica Bank first reported a position in PHDG in Q3 2023 and held it in 1 quarter. The position peaked at $6.36K in Q3 2023. 53 funds tracked by Wall St. Rank hold PHDG as of Q4 2023.

Comerica Bank reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q4 2023 after selling out during the quarter.
Comerica Bank sold 204 Invesco S&P 500 Downside Hedged ETF shares in Q4 2023, an estimated $6.36K.
Comerica Bank first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2023 and held it in 1 quarter.
Comerica Bank's Invesco S&P 500 Downside Hedged ETF position peaked at $6.36K in Q3 2023.
53 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2023.

Based on Comerica Bank's 13F filing for Q4 2023, filed 14 Feb 2024.