Mariner Independent Advisor Network’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Mariner Independent Advisor Network’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 Q3	$7.2M	Sell	211,868 -17,324	-8%	-$596K	0.31%	70
2022 Q2	$7.52M	Sell	229,192 -33,063	-13%	-$1.13M	0.32%	76
2022 Q1	$9.48M	Buy	262,255 +48,278	+23%	+$1.77M	0.36%	68
2021 Q4	$8.16M	Buy	213,977 +112,590	+111%	+$4.19M	0.38%	60
2021 Q3	$3.62M	Buy	+101,387	New	+$3.67M	0.18%	142

Other funds holding PHDG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 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 $210M AUM 21.78% 1-Year Est. Return

Mariner Independent Advisor Network's PHDG Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Invesco S&P 500 Downside Hedged ETF (PHDG) stake by 7.6% in Q3 2022, selling an estimated $596K and leaving 211,868 shares worth $7.2M. The position accounts for 0.31% of the portfolio, ranked #70.

Mariner Independent Advisor Network first reported a position in PHDG in Q3 2021 and has held it in 5 quarters since. The position peaked at $9.48M in Q1 2022. 58 funds tracked by Wall St. Rank hold PHDG as of Q3 2022.

Mariner Independent Advisor Network held 211,868 shares of Invesco S&P 500 Downside Hedged ETF worth $7.2M as of Q3 2022.
Mariner Independent Advisor Network sold 17,324 Invesco S&P 500 Downside Hedged ETF shares in Q3 2022, an estimated $596K.
Invesco S&P 500 Downside Hedged ETF made up 0.31% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #70 holding.
Mariner Independent Advisor Network first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2021 and has held it in 5 quarters since.
Mariner Independent Advisor Network's Invesco S&P 500 Downside Hedged ETF position peaked at $9.48M in Q1 2022.
58 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.