Peak Capital Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Peak Capital 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	-334,890	Closed	-$9.99M	–	195
2018 Q1	$9.99M	Sell	334,890 -22,658	-6%	-$676K	7.74%	3
2017 Q4	$10.3M	Sell	357,548 -6,600	-2%	-$190K	7%	3
2017 Q3	$10.5M	Buy	364,148 +23,279	+7%	+$670K	6.97%	3
2017 Q2	$9.53M	Buy	+340,869	New	+$9.53M	5.33%	4

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

Peak Capital Management's PIV Position: Q2 2018 in Review

Peak Capital 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 334,890 shares — an estimated $9.99M sold.

Peak Capital Management first reported a position in PIV in Q2 2017 and held it in 4 quarters. The position peaked at $10.5M in Q3 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Peak Capital 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.
Peak Capital Management sold 334,890 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $9.99M.
Peak Capital 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.
Peak Capital Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $10.5M in Q3 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 Peak Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.