Global Retirement Partners’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Global Retirement Partners’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
2023 Q1	–	Sell	-796	Closed	-$25.7K	–	3306
2022 Q4	$25.7K	Hold	796	–	–	﹤0.01%	1383
2022 Q3	$28K	Buy	796 +497	+166%	+$17.1K	﹤0.01%	1243
2022 Q2	$10K	Hold	299	–	–	﹤0.01%	1643
2022 Q1	$10K	Buy	+299	New	+$11K	﹤0.01%	1631
2021 Q4	–	Sell	-299	Closed	-$11K	–	1352
2021 Q3	$11K	Hold	299	–	–	﹤0.01%	1402
2021 Q2	$11K	Hold	299	–	–	﹤0.01%	1356
2021 Q1	$10K	Hold	299	–	–	﹤0.01%	1303
2020 Q4	$10K	Hold	299	–	–	﹤0.01%	1268
2020 Q3	$10K	Buy	+299	New	+$9.73K	﹤0.01%	1146

Other funds holding PHDG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC)

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

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

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Family Capital Management Grand Rapids, Michigan $225M AUM 17.04% 1-Year Est. Return