Advocacy Wealth Management Services’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-765	Closed	-$22K	–	176
2018 Q2	$22K	Buy	+765	New	+$21.6K	0.01%	80

Other funds holding CSML

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Advocacy Wealth Management Services's CSML Position: Q3 2018 in Review

Advocacy Wealth Management Services sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q3 2018, closing a stake of 765 shares — an estimated $22K sold.

Advocacy Wealth Management Services first reported a position in CSML in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 41 funds tracked by Wall St. Rank hold CSML as of Q3 2018.

Advocacy Wealth Management Services reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q3 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 765 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q3 2018, an estimated $22K.
Advocacy Wealth Management Services first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q2 2018 and held it in 1 quarter.
Advocacy Wealth Management Services's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $22K in Q2 2018.
41 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q3 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2018, filed 9 Oct 2018.