Advocacy Wealth Management Services’s Invesco Financial Preferred ETF PGF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-127	Closed	-$2K	–	336
2016 Q4	$2K	Sell	127 -231	-65%	-$4.24K	﹤0.01%	282
2016 Q3	$7K	Sell	358 -191	-35%	-$3.68K	﹤0.01%	296
2016 Q2	$11K	Buy	+549	New	+$10.4K	0.01%	292

Other funds holding PGF

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Invesco Financial Preferred ETF (PGF) in Q1 2017, closing a stake of 127 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in PGF in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q2 2016. 153 funds tracked by Wall St. Rank hold PGF as of Q1 2017.

Advocacy Wealth Management Services reported no remaining Invesco Financial Preferred ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 127 Invesco Financial Preferred ETF shares in Q1 2017, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Invesco Financial Preferred ETF in Q2 2016 and held it in 3 quarters.
Advocacy Wealth Management Services's Invesco Financial Preferred ETF position peaked at $11K in Q2 2016.
153 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2017.

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