LWAC
PHDG icon

Laurel Wealth Advisors (California)’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-6,865
Closed -$261K – 788
2021
Q4 		$261K Buy
6,865
+450
+7% +$16.7K 0.02% 669
2021
Q3 		$229K Buy
6,415
+499
+8% +$18.1K 0.04% 406
2021
Q2 		$210K Buy
+5,916
New +$208K 0.03% 487

Other funds holding PHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PHDG Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2022, closing a stake of 6,865 shares — an estimated $261K sold.

Laurel Wealth Advisors (California) first reported a position in PHDG in Q2 2021 and held it in 3 quarters. The position peaked at $261K in Q4 2021. 71 funds tracked by Wall St. Rank hold PHDG as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 6,865 Invesco S&P 500 Downside Hedged ETF shares in Q1 2022, an estimated $261K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Invesco S&P 500 Downside Hedged ETF position peaked at $261K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.