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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 – 851
2019
Q3 		$2.86M Buy
+86,700
New +$2.41M 1.46% 11

Other funds holding PHDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Squar Milner Financial Services's PHDG Position: Q4 2019 in Review

Squar Milner Financial Services sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2019, closing a stake of 86,700 shares — an estimated $2.86M sold.

Squar Milner Financial Services first reported a position in PHDG in Q3 2019 and held it in 1 quarter. The position peaked at $2.86M in Q3 2019. 21 funds tracked by Wall St. Rank hold PHDG as of Q4 2019.

  • Squar Milner Financial Services reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q4 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 86,700 Invesco S&P 500 Downside Hedged ETF shares in Q4 2019, an estimated $2.86M.
  • Squar Milner Financial Services first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Invesco S&P 500 Downside Hedged ETF position peaked at $2.86M in Q3 2019.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2019.

Based on Squar Milner Financial Services's 13F filing for Q4 2019, filed 21 Jan 2020.