Creative Planning
PHDG icon

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

Creative Planning’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
2015
Q2 		– Sell
-194
Closed -$5K – 2466
2015
Q1 		$5K Buy
+194
New +$5.36K ﹤0.01% 3551

Other funds holding PHDG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM

Creative Planning's PHDG Position: Q2 2015 in Review

Creative Planning sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2015, closing a stake of 194 shares — an estimated $5K sold.

Creative Planning first reported a position in PHDG in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 40 funds tracked by Wall St. Rank hold PHDG as of Q2 2015.

  • Creative Planning reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 194 Invesco S&P 500 Downside Hedged ETF shares in Q2 2015, an estimated $5K.
  • Creative Planning first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2015 and held it in 1 quarter.
  • Creative Planning's Invesco S&P 500 Downside Hedged ETF position peaked at $5K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.