Advocacy Wealth Management Services’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13	Closed	-$2K	–	155
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	145
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	145
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	143
2021 Q2	$2K	Buy	+13	New	+$1.87K	﹤0.01%	161
2016 Q2	–	Sell	-500	Closed	-$31K	–	415
2016 Q1	$31K	Hold	500	–	–	0.02%	231
2015 Q4	$26K	Buy	+500	New	+$27.1K	0.03%	239
2013 Q3	$34K	Hold	500	–	–	0.09%	130
2013 Q2	$33K	Buy	+500	New	+$31.5K	0.13%	104

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advocacy Wealth Management Services's ETN Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Eaton (ETN) in Q2 2022, closing a stake of 13 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in ETN in Q2 2013 and held it in 8 quarters. The position peaked at $34K in Q3 2013. 1,364 funds tracked by Wall St. Rank hold ETN as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Eaton position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 13 Eaton shares in Q2 2022, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Eaton in Q2 2013 and held it in 8 quarters.
Advocacy Wealth Management Services's Eaton position peaked at $34K in Q3 2013.
1,364 funds tracked by Wall St. Rank held Eaton as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.