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Money Concepts Capital’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Money Concepts Capital’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
-160
Closed -$5.15K – 2203
2022
Q4 		$5.15K Buy
+160
New +$5.43K ﹤0.01% 2332

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 $619M AUM 20.21% 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

Money Concepts Capital's PHDG Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2023, closing a stake of 160 shares — an estimated $5.15K sold.

Money Concepts Capital first reported a position in PHDG in Q4 2022 and held it in 1 quarter. The position peaked at $5.15K in Q4 2022. 52 funds tracked by Wall St. Rank hold PHDG as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 160 Invesco S&P 500 Downside Hedged ETF shares in Q1 2023, an estimated $5.15K.
  • Money Concepts Capital first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Invesco S&P 500 Downside Hedged ETF position peaked at $5.15K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.