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Farmers & Merchants Investments Inc’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Farmers & Merchants Investments Inc’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
2024
Q1 		– Sell
-300
Closed -$10.3K – 1766
2023
Q4 		$10.3K Buy
+300
New +$9.74K ﹤0.01% 633

Other funds holding PHDG

AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Farmers & Merchants Investments Inc's PHDG Position: Q1 2024 in Review

Farmers & Merchants Investments Inc sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2024, closing a stake of 300 shares — an estimated $10.3K sold.

Farmers & Merchants Investments Inc first reported a position in PHDG in Q4 2023 and held it in 1 quarter. The position peaked at $10.3K in Q4 2023. 43 funds tracked by Wall St. Rank hold PHDG as of Q1 2024.

  • Farmers & Merchants Investments Inc reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 300 Invesco S&P 500 Downside Hedged ETF shares in Q1 2024, an estimated $10.3K.
  • Farmers & Merchants Investments Inc first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Invesco S&P 500 Downside Hedged ETF position peaked at $10.3K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2024, filed 18 Apr 2024.