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

SeaCrest 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
2022
Q3 		– Sell
-2,179
Closed -$71K – 1251
2022
Q2 		$71K Buy
+2,179
New +$74.3K 0.01% 985

Other funds holding PHDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SeaCrest Wealth Management's PHDG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q3 2022, closing a stake of 2,179 shares — an estimated $71K sold.

SeaCrest Wealth Management first reported a position in PHDG in Q2 2022 and held it in 1 quarter. The position peaked at $71K in Q2 2022. 58 funds tracked by Wall St. Rank hold PHDG as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,179 Invesco S&P 500 Downside Hedged ETF shares in Q3 2022, an estimated $71K.
  • SeaCrest Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $71K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.