Advocacy Wealth Management Services’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-620	Closed	-$17K	–	354
2016 Q4	$17K	Hold	620	–	–	0.01%	158
2016 Q3	$17K	Hold	620	–	–	0.01%	231
2016 Q2	$17K	Sell	620 -34	-5%	-$910	0.01%	256
2016 Q1	$17K	Buy	654 +302	+86%	+$7.5K	0.01%	310
2015 Q4	$9K	Buy	+352	New	+$8.92K	0.01%	367

Other funds holding XRLV

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

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

Advocacy Wealth Management Services sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2017, closing a stake of 620 shares — an estimated $17K sold.

Advocacy Wealth Management Services first reported a position in XRLV in Q4 2015 and held it in 5 quarters. The position peaked at $17K in Q4 2016. 21 funds tracked by Wall St. Rank hold XRLV as of Q1 2017.

Advocacy Wealth Management Services reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 620 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2017, an estimated $17K.
Advocacy Wealth Management Services first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2015 and held it in 5 quarters.
Advocacy Wealth Management Services's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $17K in Q4 2016.
21 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2017.

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