PFG Private Wealth Management’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

PFG Private Wealth Management’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	-167	Closed	-$5K	–	365
2022 Q4	$5K	Buy	+167	New	+$5.67K	﹤0.01%	224

Other funds holding PHDG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PFG Private Wealth Management's PHDG Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2023, closing a stake of 167 shares — an estimated $5K sold.

PFG Private Wealth Management first reported a position in PHDG in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 52 funds tracked by Wall St. Rank hold PHDG as of Q1 2023.

PFG Private Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 167 Invesco S&P 500 Downside Hedged ETF shares in Q1 2023, an estimated $5K.
PFG Private Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2022 and held it in 1 quarter.
PFG Private Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $5K in Q4 2022.
52 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.