Advocacy Wealth Management Services’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-240	Closed	-$13K	–	326
2016 Q4	$13K	Hold	240	–	–	﹤0.01%	175
2016 Q3	$10K	Hold	240	–	–	﹤0.01%	264
2016 Q2	$10K	Sell	240 -13	-5%	-$528	0.01%	296
2016 Q1	$10K	Buy	+253	New	+$9.46K	0.01%	352

Other funds holding FDIQ

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advocacy Wealth Management Services's FDIQ Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2017, closing a stake of 240 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in FDIQ in Q1 2016 and held it in 4 quarters. The position peaked at $13K in Q4 2016. 46 funds tracked by Wall St. Rank hold FDIQ as of Q1 2017.

Advocacy Wealth Management Services reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 240 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2017, an estimated $13K.
Advocacy Wealth Management Services first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2016 and held it in 4 quarters.
Advocacy Wealth Management Services's Invesco Bloomberg Financial Data Providers ETF position peaked at $13K in Q4 2016.
46 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.