Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q1	–	Sell	-317	Closed	-$10K	–	1307
2023 Q4	$10K	Buy	317 +2	+0.6%	+$65	﹤0.01%	763
2023 Q3	$9.84K	Buy	+315	New	+$10.4K	﹤0.01%	795
2023 Q1	$10K	Buy	+313	New	+$10.3K	﹤0.01%	811
2022 Q4	–	Sell	-30,457	Closed	-$1.03M	–	882
2022 Q3	$1.03M	Buy	+30,457	New	+$1.05M	0.43%	53

Other funds holding PHDG

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

FPB

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

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SWP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PHDG Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2024, closing a stake of 317 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in PHDG in Q3 2022 and held it in 4 quarters. The position peaked at $1.03M in Q3 2022. 43 funds tracked by Wall St. Rank hold PHDG as of Q1 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 317 Invesco S&P 500 Downside Hedged ETF shares in Q1 2024, an estimated $10K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Downside Hedged ETF position peaked at $1.03M in Q3 2022.
43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.