PFS
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Prospera Financial Services’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Prospera Financial Services’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
2021
Q2 		– Sell
-6,600
Closed -$223K – 815
2021
Q1 		$223K Buy
+6,600
New +$224K 0.01% 696

Other funds holding PHDG

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Prospera Financial Services's PHDG Position: Q2 2021 in Review

Prospera Financial Services sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2021, closing a stake of 6,600 shares — an estimated $223K sold.

Prospera Financial Services first reported a position in PHDG in Q1 2021 and held it in 1 quarter. The position peaked at $223K in Q1 2021. 53 funds tracked by Wall St. Rank hold PHDG as of Q2 2021.

  • Prospera Financial Services reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2021 after selling out during the quarter.
  • Prospera Financial Services sold 6,600 Invesco S&P 500 Downside Hedged ETF shares in Q2 2021, an estimated $223K.
  • Prospera Financial Services first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2021 and held it in 1 quarter.
  • Prospera Financial Services's Invesco S&P 500 Downside Hedged ETF position peaked at $223K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2021.

Based on Prospera Financial Services's 13F filing for Q2 2021, filed 12 Aug 2021.