Creative Financial Designs’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Creative Financial Designs’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	-18,711	Closed	-$558K	–	822
2018 Q1	$558K	Buy	18,711 +6,795	+57%	+$203K	0.36%	67
2017 Q4	$363K	Buy	11,916 +41	+0.3%	+$1.25K	0.25%	86
2017 Q3	$342K	Buy	11,875 +77	+0.7%	+$2.22K	0.2%	106
2017 Q2	$330K	Buy	11,798 +45	+0.4%	+$1.26K	0.21%	100
2017 Q1	$322K	Buy	11,753 +1,095	+10%	+$30K	0.23%	103
2016 Q4	$277K	Buy	+10,658	New	+$277K	0.23%	94

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

Creative Financial Designs's PIV Position: Q2 2018 in Review

Creative Financial Designs sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 18,711 shares — an estimated $558K sold.

Creative Financial Designs first reported a position in PIV in Q4 2016 and held it in 6 quarters. The position peaked at $558K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Creative Financial Designs 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.
Creative Financial Designs sold 18,711 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $558K.
Creative Financial Designs 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.
Creative Financial Designs's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $558K 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 Creative Financial Designs's 13F filing for Q2 2018, filed 13 Jul 2018.