WAM
PWO

Wealthspire Advisors (Maryland)’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Wealthspire Advisors (Maryland)’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
-50
Closed -$5K – 2720
2018
Q1 		$5K Hold
50
– – ﹤0.01% 1874
2017
Q4 		$5K Hold
50
– – ﹤0.01% 1876
2017
Q3 		$5K Hold
50
– – ﹤0.01% 1828
2017
Q2 		$5K Hold
50
– – ﹤0.01% 1800
2017
Q1 		$4K Hold
50
– – ﹤0.01% 1605
2016
Q4 		$4K Buy
+50
New +$4K ﹤0.01% 1456

Other funds holding PWO

JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PWO Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q2 2018, closing a stake of 50 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in PWO in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWO as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 POWER SHARES ETF DYNAMIC OTC shares in Q2 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in POWER SHARES ETF DYNAMIC OTC in Q4 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s POWER SHARES ETF DYNAMIC OTC position peaked at $5K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.