Frontier Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Frontier Wealth Management’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
2022 Q2	–	Sell	-11,852	Closed	-$418K	–	419
2022 Q1	$418K	Hold	11,852	–	–	0.01%	267
2021 Q4	$451K	Hold	11,852	–	–	0.03%	277
2021 Q3	$423K	Buy	+11,852	New	+$430K	0.03%	282

Other funds holding PHDG

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

January Capital Advisors San Francisco, California $74.2M AUM

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

Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return

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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return