IHT Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

IHT Wealth Management’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
2022 Q2	–	Sell	-7,980	Closed	-$288K	–	796
2022 Q1	$288K	Sell	7,980 -261	-3%	-$9.58K	0.02%	581
2021 Q4	$314K	Buy	8,241 +871	+12%	+$32.4K	0.02%	589
2021 Q3	$263K	Buy	7,370 +333	+5%	+$12.1K	0.02%	639
2021 Q2	$250K	Sell	7,037 -118	-2%	-$4.15K	0.02%	781
2021 Q1	$241K	Sell	7,155 -9,162	-56%	-$311K	0.02%	702
2020 Q4	$540K	Buy	16,317 +4,447	+37%	+$146K	0.04%	382
2020 Q3	$392K	Buy	11,870 +1,403	+13%	+$45.6K	0.04%	399
2020 Q2	$324K	Buy	+10,467	New	+$315K	0.04%	391

Other funds holding PHDG

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

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

FPB

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

JCA

January Capital Advisors San Francisco, California $120M AUM

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return

PAG

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

IHT Wealth Management's PHDG Position: Q2 2022 in Review

IHT Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2022, closing a stake of 7,980 shares — an estimated $288K sold.

IHT Wealth Management first reported a position in PHDG in Q2 2020 and held it in 8 quarters. The position peaked at $540K in Q4 2020. 60 funds tracked by Wall St. Rank hold PHDG as of Q2 2022.

IHT Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2022 after selling out during the quarter.
IHT Wealth Management sold 7,980 Invesco S&P 500 Downside Hedged ETF shares in Q2 2022, an estimated $288K.
IHT Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2020 and held it in 8 quarters.
IHT Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $540K in Q4 2020.
60 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.