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

Regal Investment 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
2018
Q3 		– Sell
-7,466
Closed -$209K – 341
2018
Q2 		$209K Buy
+7,466
New +$211K 0.06% 239
2015
Q2 		– Sell
-719
Closed -$19K – 994
2015
Q1 		$19K Buy
+719
New +$19.9K ﹤0.01% 575

Other funds holding PHDG

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Regal Investment Advisors's PHDG Position: Q3 2018 in Review

Regal Investment Advisors sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2018, closing a stake of 7,466 shares — an estimated $209K sold.

Regal Investment Advisors first reported a position in PHDG in Q1 2015 and held it in 2 quarters. The position peaked at $209K in Q2 2018. 19 funds tracked by Wall St. Rank hold PHDG as of Q3 2018.

  • Regal Investment Advisors reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q3 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 7,466 Invesco S&P 500 Downside Hedged ETF shares in Q3 2018, an estimated $209K.
  • Regal Investment Advisors first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Invesco S&P 500 Downside Hedged ETF position peaked at $209K in Q2 2018.
  • 19 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2018.

Based on Regal Investment Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.