IFWM
PIV

Institute for Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Institute for Wealth Management’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
-35,554
Closed -$1.05M – 262
2018
Q1 		$1.05M Sell
35,554
-2,767
-7% -$82K 0.31% 114
2017
Q4 		$1.16M Buy
38,321
+203
+0.5% +$6.17K 0.27% 116
2017
Q3 		$1.1M Sell
38,118
-243
-0.6% -$7K 0.36% 92
2017
Q2 		$1.07M Buy
+38,361
New +$1.07M 0.29% 100

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

Institute for Wealth Management's PIV Position: Q2 2018 in Review

Institute for Wealth Management sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 35,554 shares — an estimated $1.05M sold.

Institute for Wealth Management first reported a position in PIV in Q2 2017 and held it in 4 quarters. The position peaked at $1.16M in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Institute for Wealth Management 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.
  • Institute for Wealth Management sold 35,554 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $1.05M.
  • Institute for Wealth Management first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2017 and held it in 4 quarters.
  • Institute for Wealth Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $1.16M 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 Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.