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

Independent 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
2021 Q4	–	Sell	-5,965	Closed	-$213K	–	824
2021 Q3	$213K	Sell	5,965 -4,001	-40%	-$145K	0.02%	647
2021 Q2	$354K	Hold	9,966	–	–	0.04%	476
2021 Q1	$336K	Buy	9,966 +756	+8%	+$25.7K	0.04%	434
2020 Q4	$305K	Buy	9,210 +333	+4%	+$10.9K	0.04%	421
2020 Q3	$293K	Hold	8,877	–	–	0.06%	355
2020 Q2	$275K	Buy	+8,877	New	+$268K	0.06%	330

Other funds holding PHDG

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

FPB

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

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

MIAN

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

JCA

January Capital Advisors San Francisco, California $120M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Independent Financial Group's PHDG Position: Q4 2021 in Review

Independent Financial Group sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2021, closing a stake of 5,965 shares — an estimated $213K sold.

Independent Financial Group first reported a position in PHDG in Q2 2020 and held it in 6 quarters. The position peaked at $354K in Q2 2021. 65 funds tracked by Wall St. Rank hold PHDG as of Q4 2021.

Independent Financial Group reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q4 2021 after selling out during the quarter.
Independent Financial Group sold 5,965 Invesco S&P 500 Downside Hedged ETF shares in Q4 2021, an estimated $213K.
Independent Financial Group first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2020 and held it in 6 quarters.
Independent Financial Group's Invesco S&P 500 Downside Hedged ETF position peaked at $354K in Q2 2021.
65 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.