Advocacy Wealth Management Services’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-206	Closed	-$5K	–	295
2017 Q1	$5K	Buy	+206	New	+$4.5K	﹤0.01%	259
2016 Q4	–	Sell	-13,671	Closed	-$288K	–	365
2016 Q3	$288K	Sell	13,671 -1,840	-12%	-$38.6K	0.11%	43
2016 Q2	$321K	Buy	15,511 +4,990	+47%	+$102K	0.16%	50
2016 Q1	$213K	Buy	+10,521	New	+$208K	0.15%	82

Other funds holding PBP

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Advocacy Wealth Management Services's PBP Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q2 2017, closing a stake of 206 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in PBP in Q1 2016 and held it in 4 quarters. The position peaked at $321K in Q2 2016. 69 funds tracked by Wall St. Rank hold PBP as of Q2 2017.

Advocacy Wealth Management Services reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 206 Invesco S&P 500 BuyWrite ETF shares in Q2 2017, an estimated $5K.
Advocacy Wealth Management Services first reported a position in Invesco S&P 500 BuyWrite ETF in Q1 2016 and held it in 4 quarters.
Advocacy Wealth Management Services's Invesco S&P 500 BuyWrite ETF position peaked at $321K in Q2 2016.
69 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.