Advocacy Wealth Management Services’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-200	Closed	-$8K	–	441
2016 Q1	$8K	Buy	+200	New	+$7.77K	0.01%	376

Other funds holding PBE

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CAS

Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return

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

Advocacy Wealth Management Services's PBE Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2016, closing a stake of 200 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in PBE in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 73 funds tracked by Wall St. Rank hold PBE as of Q2 2016.

Advocacy Wealth Management Services reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 200 Invesco Biotechnology & Genome ETF shares in Q2 2016, an estimated $8K.
Advocacy Wealth Management Services first reported a position in Invesco Biotechnology & Genome ETF in Q1 2016 and held it in 1 quarter.
Advocacy Wealth Management Services's Invesco Biotechnology & Genome ETF position peaked at $8K in Q1 2016.
73 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.