Advisor Group’s PortfolioPlus S&P 500 ETF PPLC Stock Holding History

Advisor Group’s Portfolio PPLC Stock Details PPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-769	Closed	-$25K	–	5410
2018 Q4	$25K	Hold	769	–	–	﹤0.01%	3677
2018 Q3	$31K	Hold	769	–	–	﹤0.01%	3617
2018 Q2	$28K	Sell	769 -180	-19%	-$6.58K	﹤0.01%	3514
2018 Q1	$33K	Buy	949 +180	+23%	+$6.66K	﹤0.01%	3372
2017 Q4	$28K	Hold	769	–	–	﹤0.01%	3495
2017 Q3	$26K	Hold	769	–	–	﹤0.01%	3419
2017 Q2	$24K	Buy	+769	New	+$24.1K	﹤0.01%	3400

Other funds holding PPLC

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group's PPLC Position: Q1 2019 in Review

Advisor Group sold out of PortfolioPlus S&P 500 ETF (PPLC) in Q1 2019, closing a stake of 769 shares — an estimated $25K sold.

Advisor Group first reported a position in PPLC in Q2 2017 and held it in 7 quarters. The position peaked at $33K in Q1 2018. 1 fund tracked by Wall St. Rank holds PPLC as of Q1 2019.

Advisor Group reported no remaining PortfolioPlus S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
Advisor Group sold 769 PortfolioPlus S&P 500 ETF shares in Q1 2019, an estimated $25K.
Advisor Group first reported a position in PortfolioPlus S&P 500 ETF in Q2 2017 and held it in 7 quarters.
Advisor Group's PortfolioPlus S&P 500 ETF position peaked at $33K in Q1 2018.
1 fund tracked by Wall St. Rank held PortfolioPlus S&P 500 ETF as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.