PWM
PHDG icon

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

PRW 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
2021
Q3 		– Sell
-39,036
Closed -$1.39M – 236
2021
Q2 		$1.39M Buy
+39,036
New +$1.37M 0.41% 72

Other funds holding PHDG

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
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

PRW Wealth Management's PHDG Position: Q3 2021 in Review

PRW Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2021, closing a stake of 39,036 shares — an estimated $1.39M sold.

PRW Wealth Management first reported a position in PHDG in Q2 2021 and held it in 1 quarter. The position peaked at $1.39M in Q2 2021. 55 funds tracked by Wall St. Rank hold PHDG as of Q3 2021.

  • PRW Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 39,036 Invesco S&P 500 Downside Hedged ETF shares in Q3 2021, an estimated $1.39M.
  • PRW Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $1.39M in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.