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	–	1349
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 $16.7B AUM 24.23% 1-Year Est. Return

FPB

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

PAG

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

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

FCM

Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return

Global Retirement Partners's PHDG Position: Q1 2023 in Review

Global Retirement Partners sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2023, closing a stake of 796 shares — an estimated $25.7K sold.

Global Retirement Partners first reported a position in PHDG in Q3 2020 and held it in 9 quarters. The position peaked at $28K in Q3 2022. 52 funds tracked by Wall St. Rank hold PHDG as of Q1 2023.

Global Retirement Partners reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 796 Invesco S&P 500 Downside Hedged ETF shares in Q1 2023, an estimated $25.7K.
Global Retirement Partners first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2020 and held it in 9 quarters.
Global Retirement Partners's Invesco S&P 500 Downside Hedged ETF position peaked at $28K in Q3 2022.
52 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.