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

Investors 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
Q1 		– Sell
-10,762
Closed -$356K – 196
2020
Q4 		$356K Buy
10,762
+422
+4% +$13.8K 0.24% 111
2020
Q3 		$341K Buy
+10,340
New +$336K 0.26% 102

Other funds holding PHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
VFG
V2 Financial group Naperville, Illinois $268M AUM 23.01% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Investors Financial Group's PHDG Position: Q1 2021 in Review

Investors Financial Group sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2021, closing a stake of 10,762 shares — an estimated $356K sold.

Investors Financial Group first reported a position in PHDG in Q3 2020 and held it in 2 quarters. The position peaked at $356K in Q4 2020. 43 funds tracked by Wall St. Rank hold PHDG as of Q1 2021.

  • Investors Financial Group reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2021 after selling out during the quarter.
  • Investors Financial Group sold 10,762 Invesco S&P 500 Downside Hedged ETF shares in Q1 2021, an estimated $356K.
  • Investors Financial Group first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2020 and held it in 2 quarters.
  • Investors Financial Group's Invesco S&P 500 Downside Hedged ETF position peaked at $356K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2021.

Based on Investors Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.