Doliver Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Doliver Advisors’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 Q1	–	Sell	-52,146	Closed	-$1.72M	–	148
2020 Q4	$1.72M	Buy	52,146 +21,278	+69%	+$696K	0.76%	22
2020 Q3	$1.02M	Buy	+30,868	New	+$1M	0.52%	33

Other funds holding PHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

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

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

V2 Financial group Naperville, Illinois $215M AUM 15.18% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $411M AUM 22.17% 1-Year Est. Return