Advocacy Wealth Management Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Advocacy Wealth Management Services’s Portfolio BKLN Stock Details BKLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-126	Closed	-$3K	–	305
2016 Q4	$3K	Sell	126 -237	-65%	-$5.5K	﹤0.01%	268
2016 Q3	$8K	Sell	363 -185	-34%	-$4.29K	﹤0.01%	280
2016 Q2	$13K	Buy	+548	New	+$12.6K	0.01%	279

Other funds holding BKLN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advocacy Wealth Management Services's BKLN Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of Invesco Senior Loan ETF (BKLN) in Q1 2017, closing a stake of 126 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in BKLN in Q2 2016 and held it in 3 quarters. The position peaked at $13K in Q2 2016. 386 funds tracked by Wall St. Rank hold BKLN as of Q1 2017.

Advocacy Wealth Management Services reported no remaining Invesco Senior Loan ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 126 Invesco Senior Loan ETF shares in Q1 2017, an estimated $3K.
Advocacy Wealth Management Services first reported a position in Invesco Senior Loan ETF in Q2 2016 and held it in 3 quarters.
Advocacy Wealth Management Services's Invesco Senior Loan ETF position peaked at $13K in Q2 2016.
386 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.