TWM
PHDG icon

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

TMD 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
-53,516
Closed -$2.04M – 53
2021
Q4 		$2.04M Buy
+53,516
New +$1.99M 0.76% 20

Other funds holding PHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
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

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

TMD Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2022, closing a stake of 53,516 shares — an estimated $2.04M sold.

TMD Wealth Management first reported a position in PHDG in Q4 2021 and held it in 1 quarter. The position peaked at $2.04M in Q4 2021. 71 funds tracked by Wall St. Rank hold PHDG as of Q1 2022.

  • TMD Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2022 after selling out during the quarter.
  • TMD Wealth Management sold 53,516 Invesco S&P 500 Downside Hedged ETF shares in Q1 2022, an estimated $2.04M.
  • TMD Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2021 and held it in 1 quarter.
  • TMD Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $2.04M in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2022.

Based on TMD Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.