Accurate Investment Solutions’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Accurate Investment Solutions’s Portfolio PIV Stock Details PIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-193	Closed	-$6K	–	566
2018 Q1	$6K	Hold	193	–	–	﹤0.01%	317
2017 Q4	$6K	Buy	193 +1	+0.5%	+$31	﹤0.01%	307
2017 Q3	$6K	Hold	192	–	–	﹤0.01%	307
2017 Q2	$5K	Buy	192 +1	+0.5%	+$26	﹤0.01%	258
2017 Q1	$5K	Hold	191	–	–	﹤0.01%	233
2016 Q4	$5K	Buy	191 +1	+0.5%	+$26	﹤0.01%	232
2016 Q3	$5K	Hold	190	–	–	﹤0.01%	224
2016 Q2	$5K	Buy	+190	New	+$5K	0.01%	222

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Accurate Investment Solutions's PIV Position: Q2 2018 in Review

Accurate Investment Solutions sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 193 shares — an estimated $6K sold.

Accurate Investment Solutions first reported a position in PIV in Q2 2016 and held it in 8 quarters. The position peaked at $6K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Accurate Investment Solutions reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
Accurate Investment Solutions sold 193 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $6K.
Accurate Investment Solutions first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2016 and held it in 8 quarters.
Accurate Investment Solutions's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $6K in Q1 2018.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Accurate Investment Solutions's 13F filing for Q2 2018, filed 11 Jul 2018.