FNBOSM
PHDG icon

First National Bank of South Miami’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

First National Bank of South Miami’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
-2,672
Closed -$88K – 314
2020
Q4 		$88K Hold
2,672
– – 0.08% 156
2020
Q3 		$88K Hold
2,672
– – 0.08% 144
2020
Q2 		$83K Buy
+2,672
New +$80.5K 0.09% 145

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 $125M AUM 17.62% 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 $8.8B AUM 21.82% 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

First National Bank of South Miami's PHDG Position: Q1 2021 in Review

First National Bank of South Miami sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2021, closing a stake of 2,672 shares — an estimated $88K sold.

First National Bank of South Miami first reported a position in PHDG in Q2 2020 and held it in 3 quarters. The position peaked at $88K in Q4 2020. 43 funds tracked by Wall St. Rank hold PHDG as of Q1 2021.

  • First National Bank of South Miami reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2021 after selling out during the quarter.
  • First National Bank of South Miami sold 2,672 Invesco S&P 500 Downside Hedged ETF shares in Q1 2021, an estimated $88K.
  • First National Bank of South Miami first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2020 and held it in 3 quarters.
  • First National Bank of South Miami's Invesco S&P 500 Downside Hedged ETF position peaked at $88K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2021.

Based on First National Bank of South Miami's 13F filing for Q1 2021, filed 11 May 2021.