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

Institute for Wealth Management’s Portfolio PHDG Stock Details PHDG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell
2015 Q2	$3.76M	Sell
2015 Q1	$6.34M	Sell
2014 Q4	$7.05M	Buy