Silicon Valley Capital Partners’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Silicon Valley Capital Partners’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	-18,594	Closed	-$555K	–	29
2018 Q1	$555K	Sell	18,594 -142	-0.8%	-$4.24K	0.32%	15
2017 Q4	$571K	Buy	18,736 +83	+0.4%	+$2.53K	0.35%	15
2017 Q3	$537K	Buy	18,653 +100	+0.5%	+$2.88K	0.37%	14
2017 Q2	$519K	Buy	18,553 +59	+0.3%	+$1.65K	0.35%	14
2017 Q1	$506K	Sell	18,494 -88,007	-83%	-$2.41M	0.32%	17
2016 Q4	$2.77M	Buy	106,501 +2,764	+3%	+$71.8K	1.87%	11
2016 Q3	$2.61M	Sell	103,737 -26,025	-20%	-$655K	1.92%	8
2016 Q2	$3.22M	Sell	129,762 -8,953	-6%	-$222K	2.48%	5
2016 Q1	$3.41M	Buy	+138,715	New	+$3.41M	2.75%	5

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

Silicon Valley Capital Partners's PIV Position: Q2 2018 in Review

Silicon Valley Capital Partners sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 18,594 shares — an estimated $555K sold.

Silicon Valley Capital Partners first reported a position in PIV in Q1 2016 and held it in 9 quarters. The position peaked at $3.41M in Q1 2016. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Silicon Valley Capital Partners 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.
Silicon Valley Capital Partners sold 18,594 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $555K.
Silicon Valley Capital Partners first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2016 and held it in 9 quarters.
Silicon Valley Capital Partners's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $3.41M in Q1 2016.
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 Silicon Valley Capital Partners's 13F filing for Q2 2018, filed 2 Aug 2018.