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Personal CFO Solutions’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-8,665
Closed -$313K – 483
2022
Q1 		$313K Buy
8,665
+1,087
+14% +$39.9K 0.06% 308
2021
Q4 		$288K Buy
+7,578
New +$282K 0.05% 335

Other funds holding PHDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $120M AUM
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Personal CFO Solutions's PHDG Position: Q2 2022 in Review

Personal CFO Solutions sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2022, closing a stake of 8,665 shares — an estimated $313K sold.

Personal CFO Solutions first reported a position in PHDG in Q4 2021 and held it in 2 quarters. The position peaked at $313K in Q1 2022. 60 funds tracked by Wall St. Rank hold PHDG as of Q2 2022.

  • Personal CFO Solutions reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 8,665 Invesco S&P 500 Downside Hedged ETF shares in Q2 2022, an estimated $313K.
  • Personal CFO Solutions first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2021 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco S&P 500 Downside Hedged ETF position peaked at $313K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.