Stratos Wealth Partners’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Stratos Wealth 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	-7,208	Closed	-$215K	–	3197
2018 Q1	$215K	Buy	7,208 +5,930	+464%	+$177K	0.01%	866
2017 Q4	$39K	Sell	1,278 -5,814	-82%	-$177K	﹤0.01%	1643
2017 Q3	$204K	Buy	+7,092	New	+$204K	0.01%	851

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

Stratos Wealth Partners's PIV Position: Q2 2018 in Review

Stratos Wealth 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 7,208 shares — an estimated $215K sold.

Stratos Wealth Partners first reported a position in PIV in Q3 2017 and held it in 3 quarters. The position peaked at $215K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Stratos Wealth 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.
Stratos Wealth Partners sold 7,208 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $215K.
Stratos Wealth Partners first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2017 and held it in 3 quarters.
Stratos Wealth Partners's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $215K in Q1 2018.
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 Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.