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KMG Fiduciary Partners’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

KMG Fiduciary Partners’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
2023
Q1 		– Sell
-17,976
Closed -$580K – 241
2022
Q4 		$580K Buy
+17,976
New +$610K 0.1% 151

Other funds holding PHDG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return

KMG Fiduciary Partners's PHDG Position: Q1 2023 in Review

KMG Fiduciary Partners sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2023, closing a stake of 17,976 shares — an estimated $580K sold.

KMG Fiduciary Partners first reported a position in PHDG in Q4 2022 and held it in 1 quarter. The position peaked at $580K in Q4 2022. 52 funds tracked by Wall St. Rank hold PHDG as of Q1 2023.

  • KMG Fiduciary Partners reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 17,976 Invesco S&P 500 Downside Hedged ETF shares in Q1 2023, an estimated $580K.
  • KMG Fiduciary Partners first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2022 and held it in 1 quarter.
  • KMG Fiduciary Partners's Invesco S&P 500 Downside Hedged ETF position peaked at $580K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2023.

Based on KMG Fiduciary Partners's 13F filing for Q1 2023, filed 13 Apr 2023.