Atria Investments’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Atria Investments’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	-16,546	Closed	-$494K	–	1032
2018 Q1	$494K	Buy	16,546 +2,594	+19%	+$77.4K	0.02%	517
2017 Q4	$425K	Buy	+13,952	New	+$425K	0.02%	525
2016 Q3	–	Sell	-16,310	Closed	-$409K	–	589
2016 Q2	$409K	Buy	+16,310	New	+$409K	0.04%	311

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 $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

Atria Investments's PIV Position: Q2 2018 in Review

Atria Investments sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 16,546 shares — an estimated $494K sold.

Atria Investments first reported a position in PIV in Q2 2016 and held it in 3 quarters. The position peaked at $494K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Atria Investments 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.
Atria Investments sold 16,546 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $494K.
Atria Investments 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 3 quarters.
Atria Investments's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $494K 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 Atria Investments's 13F filing for Q2 2018, filed 13 Jul 2018.