Advisor Group’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

Advisor Group’s Portfolio XLIS Stock Details XLIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-455	Closed	-$30K	–	5262
2018 Q1	$30K	Buy	455 +148	+48%	+$9.76K	﹤0.01%	3443
2017 Q4	$20K	Buy	307 +186	+154%	+$12.1K	﹤0.01%	3736
2017 Q3	$7K	Hold	121	–	–	﹤0.01%	4173
2017 Q2	$7K	Buy	121 +50	+70%	+$2.89K	﹤0.01%	4145
2017 Q1	$4K	Sell	71 -135	-66%	-$7.61K	﹤0.01%	4263
2016 Q4	$11K	Sell	206 -63	-23%	-$3.36K	﹤0.01%	3600
2016 Q3	$13K	Buy	269 +120	+81%	+$5.8K	﹤0.01%	3426
2016 Q2	$6K	Buy	+149	New	+$6K	﹤0.01%	3751

Other funds holding XLIS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

LTFS

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

Advisor Group's XLIS Position: Q2 2018 in Review

Advisor Group sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q2 2018, closing a stake of 455 shares — an estimated $30K sold.

Advisor Group first reported a position in XLIS in Q2 2016 and held it in 8 quarters. The position peaked at $30K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLIS as of Q2 2018.

Advisor Group reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Advisor Group sold 455 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q2 2018, an estimated $30K.
Advisor Group first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q2 2016 and held it in 8 quarters.
Advisor Group's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $30K in Q1 2018.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.