Altium Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Altium Wealth Management’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	-23,622	Closed	-$705K	–	279
2018 Q1	$705K	Hold	23,622	–	–	0.28%	59
2017 Q4	$719K	Buy	+23,622	New	+$719K	0.33%	58

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

Altium Wealth Management's PIV Position: Q2 2018 in Review

Altium Wealth Management sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 23,622 shares — an estimated $705K sold.

Altium Wealth Management first reported a position in PIV in Q4 2017 and held it in 2 quarters. The position peaked at $719K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Altium Wealth Management 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.
Altium Wealth Management sold 23,622 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $705K.
Altium Wealth Management first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2017 and held it in 2 quarters.
Altium Wealth Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $719K 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 Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.