Advocacy Wealth Management Services’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,100	Closed	-$23K	–	271
2017 Q3	$23K	Hold	1,100	–	–	0.01%	125
2017 Q2	$23K	Hold	1,100	–	–	0.01%	125
2017 Q1	$23K	Sell	1,100 -440	-29%	-$9.34K	0.01%	140
2016 Q4	$33K	Hold	1,540	–	–	0.01%	104
2016 Q3	$33K	Sell	1,540 -546	-26%	-$11.7K	0.01%	148
2016 Q2	$45K	Sell	2,086 -8,350	-80%	-$177K	0.02%	155
2016 Q1	$220K	Buy	+10,436	New	+$219K	0.15%	80

Other funds holding BSCI

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Advocacy Wealth Management Services's BSCI Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2017, closing a stake of 1,100 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in BSCI in Q1 2016 and held it in 7 quarters. The position peaked at $220K in Q1 2016. 157 funds tracked by Wall St. Rank hold BSCI as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,100 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2017, an estimated $23K.
Advocacy Wealth Management Services first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $220K in Q1 2016.
157 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.