IA
PIV

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

IFP Advisors’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
-11,027
Closed -$336K – 4299
2018
Q1 		$336K Hold
11,027
– – 0.02% 783
2017
Q4 		$336K Sell
11,027
-1,062
-9% -$32.4K 0.02% 782
2017
Q3 		$348K Sell
12,089
-133
-1% -$3.83K 0.01% 858
2017
Q2 		$342K Sell
12,222
-24,614
-67% -$689K 0.01% 842
2017
Q1 		$1.01M Buy
36,836
+1,261
+4% +$34.5K 0.04% 425
2016
Q4 		$925K Buy
35,575
+2,323
+7% +$60.4K 0.04% 404
2016
Q3 		$837K Buy
33,252
+18,919
+132% +$476K 0.04% 406
2016
Q2 		$356K Buy
+14,333
New +$356K 0.02% 693
2016
Q1 		– Sell
-14,256
Closed -$330K – 4547
2015
Q4 		$330K Buy
+14,256
New +$330K 0.02% 625

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

IFP Advisors's PIV Position: Q2 2018 in Review

IFP Advisors sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 11,027 shares — an estimated $336K sold.

IFP Advisors first reported a position in PIV in Q4 2015 and held it in 9 quarters. The position peaked at $1.01M in Q1 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • IFP Advisors 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.
  • IFP Advisors sold 11,027 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $336K.
  • IFP Advisors first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $1.01M in Q1 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 IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.