FEG
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Financial Enhancement Group’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Financial Enhancement Group’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
Q3 		– Sell
-196,293
Closed -$7.27M – 136
2024
Q2 		$7.27M Buy
+196,293
New +$7.13M 1.17% 31
2023
Q3 		– Sell
-146,264
Closed -$4.92M – 126
2023
Q2 		$4.92M Buy
+146,264
New +$4.8M 0.91% 38

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 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
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Financial Enhancement Group's PHDG Position: Q3 2024 in Review

Financial Enhancement Group sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2024, closing a stake of 196,293 shares — an estimated $7.27M sold.

Financial Enhancement Group first reported a position in PHDG in Q2 2023 and held it in 2 quarters. The position peaked at $7.27M in Q2 2024. 47 funds tracked by Wall St. Rank hold PHDG as of Q3 2024.

  • Financial Enhancement Group reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 196,293 Invesco S&P 500 Downside Hedged ETF shares in Q3 2024, an estimated $7.27M.
  • Financial Enhancement Group first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2023 and held it in 2 quarters.
  • Financial Enhancement Group's Invesco S&P 500 Downside Hedged ETF position peaked at $7.27M in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2024.

Based on Financial Enhancement Group's 13F filing for Q3 2024, filed 31 Oct 2024.