Advocacy Wealth Management Services’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,478	Closed	-$58K	–	346
2016 Q4	$58K	Sell	1,478 -328	-18%	-$12.6K	0.02%	67
2016 Q3	$70K	Sell	1,806 -1,643	-48%	-$64.3K	0.03%	95
2016 Q2	$132K	Sell	3,449 -1,027	-23%	-$38.1K	0.07%	86
2016 Q1	$166K	Sell	4,476 -899	-17%	-$30.7K	0.12%	105
2015 Q4	$179K	Buy	+5,375	New	+$177K	0.2%	91

Other funds holding SPHD

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

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

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

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

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

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

RJA

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

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

Advocacy Wealth Management Services sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2017, closing a stake of 1,478 shares — an estimated $58K sold.

Advocacy Wealth Management Services first reported a position in SPHD in Q4 2015 and held it in 5 quarters. The position peaked at $179K in Q4 2015. 164 funds tracked by Wall St. Rank hold SPHD as of Q1 2017.

Advocacy Wealth Management Services reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,478 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2017, an estimated $58K.
Advocacy Wealth Management Services first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2015 and held it in 5 quarters.
Advocacy Wealth Management Services's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $179K in Q4 2015.
164 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2017.

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