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

Total Clarity 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
2023 Q1	–	Sell	-28,523	Closed	-$921K	–	231
2022 Q4	$921K	Sell	28,523 -3,402	-11%	-$115K	0.47%	54
2022 Q3	$1.08M	Buy	+31,925	New	+$1.1M	0.68%	41

Other funds holding PHDG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

FCM

Family Capital Management Grand Rapids, Michigan $225M AUM 17.04% 1-Year Est. Return

Total Clarity Wealth Management's PHDG Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2023, closing a stake of 28,523 shares — an estimated $921K sold.

Total Clarity Wealth Management first reported a position in PHDG in Q3 2022 and held it in 2 quarters. The position peaked at $1.08M in Q3 2022. 52 funds tracked by Wall St. Rank hold PHDG as of Q1 2023.

Total Clarity Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 28,523 Invesco S&P 500 Downside Hedged ETF shares in Q1 2023, an estimated $921K.
Total Clarity Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2022 and held it in 2 quarters.
Total Clarity Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $1.08M in Q3 2022.
52 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.