DA
PHDG icon

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FPB
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
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
VFG
V2 Financial group Naperville, Illinois $268M AUM 23.01% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

Doliver Advisors's PHDG Position: Q1 2021 in Review

Doliver Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2021, closing a stake of 52,146 shares — an estimated $1.72M sold.

Doliver Advisors first reported a position in PHDG in Q3 2020 and held it in 2 quarters. The position peaked at $1.72M in Q4 2020. 43 funds tracked by Wall St. Rank hold PHDG as of Q1 2021.

  • Doliver Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2021 after selling out during the quarter.
  • Doliver Advisors sold 52,146 Invesco S&P 500 Downside Hedged ETF shares in Q1 2021, an estimated $1.72M.
  • Doliver Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2020 and held it in 2 quarters.
  • Doliver Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $1.72M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2021.

Based on Doliver Advisors's 13F filing for Q1 2021, filed 7 May 2021.