IFP Advisors’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

IFP Advisors’s Portfolio PWO Stock Details PWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-25	Closed	-$2K	–	4442
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	3861
2017 Q2	$2K	Buy	+25	New	+$2K	﹤0.01%	3842

Other funds holding PWO

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWM

Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's PWO Position: Q4 2017 in Review

IFP Advisors sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q4 2017, closing a stake of 25 shares — an estimated $2K sold.

IFP Advisors first reported a position in PWO in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 20 funds tracked by Wall St. Rank hold PWO as of Q4 2017.

IFP Advisors reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 25 POWER SHARES ETF DYNAMIC OTC shares in Q4 2017, an estimated $2K.
IFP Advisors first reported a position in POWER SHARES ETF DYNAMIC OTC in Q2 2017 and held it in 2 quarters.
IFP Advisors's POWER SHARES ETF DYNAMIC OTC position peaked at $2K in Q3 2017.
20 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.