Advocacy Wealth Management Services’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-25,918	Closed	-$583K	–	325
2016 Q3	$583K	Sell	25,918 -1,214	-4%	-$27.6K	0.23%	30
2016 Q2	$601K	Sell	27,132 -1,228	-4%	-$26.9K	0.3%	34
2016 Q1	$640K	Sell	28,360 -405	-1%	-$8.25K	0.44%	37
2015 Q4	$584K	Buy	+28,765	New	+$620K	0.66%	43

Other funds holding EELV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RJA

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

Advocacy Wealth Management Services's EELV Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2016, closing a stake of 25,918 shares — an estimated $583K sold.

Advocacy Wealth Management Services first reported a position in EELV in Q4 2015 and held it in 4 quarters. The position peaked at $640K in Q1 2016. 46 funds tracked by Wall St. Rank hold EELV as of Q4 2016.

Advocacy Wealth Management Services reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 25,918 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2016, an estimated $583K.
Advocacy Wealth Management Services first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2015 and held it in 4 quarters.
Advocacy Wealth Management Services's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $640K in Q1 2016.
46 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.