HI
PHDG icon

Hudock Inc’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Hudock Inc’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
2019
Q2 		– Sell
-211
Closed -$5K – 709
2019
Q1 		$5K Buy
211
+1
+0.5% +$27 ﹤0.01% 492
2018
Q4 		$5K Hold
210
– – ﹤0.01% 468
2018
Q3 		$6K Hold
210
– – ﹤0.01% 494
2018
Q2 		$5K Hold
210
– – ﹤0.01% 498
2018
Q1 		$5K Buy
+210
New +$6.12K ﹤0.01% 501

Other funds holding PHDG

TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Hudock Inc's PHDG Position: Q2 2019 in Review

Hudock Inc sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2019, closing a stake of 211 shares — an estimated $5K sold.

Hudock Inc first reported a position in PHDG in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q3 2018. 18 funds tracked by Wall St. Rank hold PHDG as of Q2 2019.

  • Hudock Inc reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2019 after selling out during the quarter.
  • Hudock Inc sold 211 Invesco S&P 500 Downside Hedged ETF shares in Q2 2019, an estimated $5K.
  • Hudock Inc first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2018 and held it in 5 quarters.
  • Hudock Inc's Invesco S&P 500 Downside Hedged ETF position peaked at $6K in Q3 2018.
  • 18 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2019.

Based on Hudock Inc's 13F filing for Q2 2019, filed 30 Jul 2019.