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

Ahrens Investment Partners’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	-82,820	Closed	-$2.47M	–	180
2018 Q1	$2.47M	Sell	82,820 -4,095	-5%	-$122K	1.06%	25
2017 Q4	$2.65M	Hold	86,915	–	–	1.07%	25
2017 Q3	$2.5M	Sell	86,915 -1,400	-2%	-$40.3K	1.07%	26
2017 Q2	$2.47M	Buy	88,315 +5,325	+6%	+$149K	1.06%	28
2017 Q1	$2.27M	Sell	82,990 -878	-1%	-$24K	1.09%	26
2016 Q4	$2.18M	Buy	+83,868	New	+$2.18M	1.14%	24

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PWAG

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

Ahrens Investment Partners's PIV Position: Q2 2018 in Review

Ahrens Investment Partners sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 82,820 shares — an estimated $2.47M sold.

Ahrens Investment Partners first reported a position in PIV in Q4 2016 and held it in 6 quarters. The position peaked at $2.65M in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Ahrens Investment Partners 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.
Ahrens Investment Partners sold 82,820 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $2.47M.
Ahrens Investment Partners first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2016 and held it in 6 quarters.
Ahrens Investment Partners's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $2.65M in Q4 2017.
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 Ahrens Investment Partners's 13F filing for Q2 2018, filed 10 Aug 2018.