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NewEdge Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

NewEdge Advisors’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
-578
Closed -$18.7K – 3944
2022
Q4 		$18.7K Buy
+578
New +$19.6K ﹤0.01% 2149

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 $210M AUM 21.78% 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

NewEdge Advisors's PHDG Position: Q1 2023 in Review

NewEdge Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2023, closing a stake of 578 shares — an estimated $18.7K sold.

NewEdge Advisors first reported a position in PHDG in Q4 2022 and held it in 1 quarter. The position peaked at $18.7K in Q4 2022. 52 funds tracked by Wall St. Rank hold PHDG as of Q1 2023.

  • NewEdge Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 578 Invesco S&P 500 Downside Hedged ETF shares in Q1 2023, an estimated $18.7K.
  • NewEdge Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $18.7K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.