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Treasure Coast Financial Planning’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Treasure Coast Financial Planning’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
Q2 		– Sell
-12,032
Closed -$435K – 36
2022
Q1 		$435K Buy
12,032
+3,522
+41% +$129K 0.33% 25
2021
Q4 		$324K Buy
+8,510
New +$317K 0.25% 28

Other funds holding PHDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Treasure Coast Financial Planning's PHDG Position: Q2 2022 in Review

Treasure Coast Financial Planning sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2022, closing a stake of 12,032 shares — an estimated $435K sold.

Treasure Coast Financial Planning first reported a position in PHDG in Q4 2021 and held it in 2 quarters. The position peaked at $435K in Q1 2022. 60 funds tracked by Wall St. Rank hold PHDG as of Q2 2022.

  • Treasure Coast Financial Planning reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2022 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 12,032 Invesco S&P 500 Downside Hedged ETF shares in Q2 2022, an estimated $435K.
  • Treasure Coast Financial Planning first reported a position in Invesco S&P 500 Downside Hedged ETF in Q4 2021 and held it in 2 quarters.
  • Treasure Coast Financial Planning's Invesco S&P 500 Downside Hedged ETF position peaked at $435K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2022.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2022, filed 2 Aug 2022.