Advocacy Wealth Management Services’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,000	Closed	-$21K	–	266
2017 Q3	$21K	Hold	1,000	–	–	0.01%	131
2017 Q2	$21K	Sell	1,000 -893	-47%	-$19K	0.01%	132
2017 Q1	$40K	Sell	1,893 -57,535	-97%	-$1.21M	0.01%	88
2016 Q4	$1.25M	Sell	59,428 -13,361	-18%	-$284K	0.37%	23
2016 Q3	$1.57M	Sell	72,789 -7,170	-9%	-$155K	0.61%	24
2016 Q2	$1.72M	Buy	79,959 +14,266	+22%	+$303K	0.87%	25
2016 Q1	$1.39M	Buy	+65,693	New	+$1.36M	0.96%	27

Other funds holding BSCL

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

MFWM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

VNA

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

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

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

Advocacy Wealth Management Services sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2017, closing a stake of 1,000 shares — an estimated $21K sold.

Advocacy Wealth Management Services first reported a position in BSCL in Q1 2016 and held it in 7 quarters. The position peaked at $1.72M in Q2 2016. 144 funds tracked by Wall St. Rank hold BSCL as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,000 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2017, an estimated $21K.
Advocacy Wealth Management Services first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.72M in Q2 2016.
144 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2017.

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