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PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
PIV
Delisted
PIV was delisted on the 29th of February, 2012.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 76 |
WIC
76
Woodmont Investment Counsel
Nashville,
Tennessee
| $6K | +$6K | +232 | New |
|
| 77 |
AIS
77
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $5K | – | – | – |
|
| 78 |
78
SEI Investments
Oaks,
Pennsylvania
| $5K | +$5K | +210 | New |
|
| 79 |
79
BlackRock
New York
| $4K | – | – | – |
|
| 80 |
QI
80
QS Investors
New York
| – | -$22.8M | -919,104 | Closed |
|
| 81 |
FIG
81
FundX Investment Group
San Francisco,
California
| – | -$12.4M | -500,092 | Closed |
|
| 82 |
SCM
82
Sabal Capital Management
Santa Monica,
California
| – | -$1.31M | -52,910 | Closed |
|
| 83 |
JWM
83
Jackson Wealth Management
Lake Mary,
Florida
| – | -$466K | -18,754 | Closed |
|
| 84 |
AI
84
Atria Investments
Charlotte,
North Carolina
| – | -$409K | -16,310 | Closed |
|
| 85 |
DAS
85
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$343K | -13,823 | Closed |
|
| 86 |
BW
86
Bison Wealth
Atlanta,
Georgia
| – | -$298K | -11,982 | Closed |
|
| 87 |
FAAS
87
First Allied Advisory Services
San Diego,
California
| – | -$237K | -9,530 | Closed |
|
| 88 |
WAS
88
WESPAC Advisors SoCal
Pasadena,
California
| – | -$4.97K | -200 | Closed |
|