Institute for Wealth Management’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Institute for Wealth Management’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
2018 Q2	–	Sell	-23,013	Closed	-$2.4M	–	261
2018 Q1	$2.4M	Sell	23,013 -1,109	-5%	-$116K	0.71%	28
2017 Q4	$2.48M	Sell	24,122 -25	-0.1%	-$2.57K	0.57%	42
2017 Q3	$2.37M	Buy	24,147 +72	+0.3%	+$7.07K	0.77%	29
2017 Q2	$2.18M	Buy	+24,075	New	+$2.18M	0.6%	30

Other funds holding PWO

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Institute for Wealth Management sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q2 2018, closing a stake of 23,013 shares — an estimated $2.4M sold.

Institute for Wealth Management first reported a position in PWO in Q2 2017 and held it in 4 quarters. The position peaked at $2.48M in Q4 2017. 2 funds tracked by Wall St. Rank hold PWO as of Q2 2018.

Institute for Wealth Management reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q2 2018 after selling out during the quarter.
Institute for Wealth Management sold 23,013 POWER SHARES ETF DYNAMIC OTC shares in Q2 2018, an estimated $2.4M.
Institute for Wealth Management first reported a position in POWER SHARES ETF DYNAMIC OTC in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's POWER SHARES ETF DYNAMIC OTC position peaked at $2.48M in Q4 2017.
2 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q2 2018.

Based on Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.