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

USAdvisors 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
2020
Q1 		– Sell
-20,535
Closed -$574K – 89
2019
Q4 		$574K Buy
20,535
+452
+2% +$12.3K 0.3% 43
2019
Q3 		$551K Buy
+20,083
New +$559K 0.28% 33

Other funds holding PHDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

USAdvisors Wealth Management's PHDG Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q1 2020, closing a stake of 20,535 shares — an estimated $574K sold.

USAdvisors Wealth Management first reported a position in PHDG in Q3 2019 and held it in 2 quarters. The position peaked at $574K in Q4 2019. 21 funds tracked by Wall St. Rank hold PHDG as of Q1 2020.

  • USAdvisors Wealth Management reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q1 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 20,535 Invesco S&P 500 Downside Hedged ETF shares in Q1 2020, an estimated $574K.
  • USAdvisors Wealth Management first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2019 and held it in 2 quarters.
  • USAdvisors Wealth Management's Invesco S&P 500 Downside Hedged ETF position peaked at $574K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.