GFG
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Goldstone Financial Group’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Goldstone Financial Group’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
Q2 		– Sell
-175,606
Closed -$5.77M – 170
2023
Q1 		$5.77M Buy
+175,606
New +$5.75M 1.9% 16

Other funds holding PHDG

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $225M AUM 17.04% 1-Year Est. Return

Goldstone Financial Group's PHDG Position: Q2 2023 in Review

Goldstone Financial Group sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2023, closing a stake of 175,606 shares — an estimated $5.77M sold.

Goldstone Financial Group first reported a position in PHDG in Q1 2023 and held it in 1 quarter. The position peaked at $5.77M in Q1 2023. 47 funds tracked by Wall St. Rank hold PHDG as of Q2 2023.

  • Goldstone Financial Group reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 175,606 Invesco S&P 500 Downside Hedged ETF shares in Q2 2023, an estimated $5.77M.
  • Goldstone Financial Group first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Invesco S&P 500 Downside Hedged ETF position peaked at $5.77M in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.