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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPB

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

MIAN

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

JCA

January Capital Advisors San Francisco, California $120M AUM

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Frontier Wealth Management's PHDG Position: Q2 2022 in Review

Frontier Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2022, closing a stake of 11,852 shares — an estimated $418K sold.

Frontier Wealth Management first reported a position in PHDG in Q3 2021 and held it in 3 quarters. The position peaked at $451K in Q4 2021. 60 funds tracked by Wall St. Rank hold PHDG as of Q2 2022.

Frontier Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 11,852 Invesco S&P 500 Downside Hedged ETF shares in Q2 2022, an estimated $418K.
Frontier Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2021 and held it in 3 quarters.
Frontier Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $451K in Q4 2021.
60 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.