Dynamic Advisor Solutions’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Dynamic Advisor Solutions’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	-28,799	Closed	-$859K	–	431
2018 Q1	$859K	Buy	+28,799	New	+$859K	0.22%	132
2016 Q3	–	Sell	-13,823	Closed	-$343K	–	241
2016 Q2	$343K	Buy	+13,823	New	+$343K	0.14%	155

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

Dynamic Advisor Solutions's PIV Position: Q2 2018 in Review

Dynamic Advisor Solutions sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 28,799 shares — an estimated $859K sold.

Dynamic Advisor Solutions first reported a position in PIV in Q2 2016 and held it in 2 quarters. The position peaked at $859K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Dynamic Advisor Solutions 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.
Dynamic Advisor Solutions sold 28,799 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $859K.
Dynamic Advisor Solutions 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 2 quarters.
Dynamic Advisor Solutions's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $859K 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 Dynamic Advisor Solutions's 13F filing for Q2 2018, filed 7 Aug 2018.