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

Avestar Capital’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	-2,000	Closed	-$59K	–	1068
2018 Q1	$59K	Hold	2,000	–	–	0.04%	230
2017 Q4	$60K	Buy	+2,000	New	+$60K	0.04%	228

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

Avestar Capital's PIV Position: Q2 2018 in Review

Avestar Capital sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 2,000 shares — an estimated $59K sold.

Avestar Capital first reported a position in PIV in Q4 2017 and held it in 2 quarters. The position peaked at $60K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Avestar Capital 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.
Avestar Capital sold 2,000 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $59K.
Avestar Capital 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.
Avestar Capital's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $60K 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 Avestar Capital's 13F filing for Q2 2018, filed 10 Aug 2018.