Advocacy Wealth Management Services’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-250	Closed	-$5K	–	223
2017 Q3	$5K	Hold	250	–	–	﹤0.01%	236
2017 Q2	$5K	Hold	250	–	–	﹤0.01%	228
2017 Q1	$5K	Hold	250	–	–	﹤0.01%	255
2016 Q4	$5K	Hold	250	–	–	﹤0.01%	250
2016 Q3	$5K	Sell	250 -397	-61%	-$7.75K	﹤0.01%	321
2016 Q2	$12K	Sell	647 -1,598	-71%	-$30K	0.01%	286
2016 Q1	$42K	Sell	2,245 -50,268	-96%	-$883K	0.03%	197
2015 Q4	$958K	Buy	+52,513	New	+$1M	1.08%	23

Other funds holding CVY

Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

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

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

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

RJA

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

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

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2017, closing a stake of 250 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in CVY in Q4 2015 and held it in 8 quarters. The position peaked at $958K in Q4 2015. 68 funds tracked by Wall St. Rank hold CVY as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 250 Invesco Zacks Multi-Asset Income ETF shares in Q4 2017, an estimated $5K.
Advocacy Wealth Management Services first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2015 and held it in 8 quarters.
Advocacy Wealth Management Services's Invesco Zacks Multi-Asset Income ETF position peaked at $958K in Q4 2015.
68 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2017.

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