Advocacy Wealth Management Services’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,500	Closed	-$32K	–	278
2017 Q3	$32K	Hold	1,500	–	–	0.01%	96
2017 Q2	$32K	Hold	1,500	–	–	0.01%	100
2017 Q1	$32K	Hold	1,500	–	–	0.01%	110
2016 Q4	$32K	Sell	1,500 -14,025	-90%	-$300K	0.01%	106
2016 Q3	$337K	Sell	15,525 -1,111	-7%	-$24.1K	0.13%	40
2016 Q2	$361K	Sell	16,636 -22,010	-57%	-$473K	0.18%	46
2016 Q1	$827K	Buy	+38,646	New	+$812K	0.57%	32

Other funds holding BSCK

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MFWM

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Advocacy Wealth Management Services sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2017, closing a stake of 1,500 shares — an estimated $32K sold.

Advocacy Wealth Management Services first reported a position in BSCK in Q1 2016 and held it in 7 quarters. The position peaked at $827K in Q1 2016. 165 funds tracked by Wall St. Rank hold BSCK as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,500 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2017, an estimated $32K.
Advocacy Wealth Management Services first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $827K in Q1 2016.
165 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2017.

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