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Legacy Private Trust’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Legacy Private Trust’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
2014
Q3 		– Sell
-9,100
Closed -$258K – 264
2014
Q2 		$258K Sell
9,100
-14,742
-62% -$411K 0.04% 224
2014
Q1 		$671K Sell
23,842
-8,898
-27% -$246K 0.12% 133
2013
Q4 		$913K Buy
+32,740
New +$898K 0.17% 113

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U
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EC
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BPB
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CFA
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AI
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HighTower Advisors
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UCFA
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Envestnet Asset Management
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LPL Financial
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