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

Squar Milner 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
2019
Q4 		– Sell
-86,700
Closed -$2.86M – 853
2019
Q3 		$2.86M Buy
+86,700
New +$2.41M 1.46% 11

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Citadel Advisors
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Susquehanna International Group
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UCFA
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PG
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UWM
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SWP
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N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return