SWM
PHDG icon

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

Spire 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
Q1 		– Sell
-10,910
Closed -$415K – 2786
2021
Q4 		$415K Buy
+10,910
New +$406K 0.01% 766

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SWP
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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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 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

Spire Wealth Management's PHDG Position: Q1 2022 in Review

Spire Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2022, closing a stake of 10,910 shares — an estimated $415K sold.

Spire Wealth Management first reported a position in PHDG in Q4 2021 and held it in 1 quarter. The position peaked at $415K in Q4 2021. 71 funds tracked by Wall St. Rank hold PHDG as of Q1 2022.

  • Spire Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 10,910 Invesco S&P 500 Downside Hedged ETF shares in Q1 2022, an estimated $415K.
  • Spire Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2021 and held it in 1 quarter.
  • Spire Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $415K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.