Curian Capital’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Curian Capital’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
2015 Q2	–	Sell	-18,706	Closed	-$503K	–	603
2015 Q1	$503K	Sell	18,706 -628	-3%	-$17.3K	0.01%	563
2014 Q4	$538K	Buy	+19,334	New	+$564K	0.01%	545

Other funds holding PHDG

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $105M AUM

American International Group New York $609M AUM 23.67% 1-Year Est. Return