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

Avantax Planning 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	-2,310	Closed	-$69K	–	1897
2018 Q1	$69K	Buy	+2,310	New	+$69K	0.01%	473

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

Avantax Planning Partners's PIV Position: Q2 2018 in Review

Avantax Planning 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 2,310 shares — an estimated $69K sold.

Avantax Planning Partners first reported a position in PIV in Q1 2018 and held it in 1 quarter. The position peaked at $69K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Avantax Planning 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.
Avantax Planning Partners sold 2,310 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $69K.
Avantax Planning Partners first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $69K 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 Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.