Advocacy Wealth Management Services, LLC Purchases in Q1 2025

Advocacy Wealth Management Services, LLC

  • $1.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FSMD
Fidelity Covington Tr Small Mi

ETFs
719K
New
$38.04 - $43.22 $27.4M - $31.1M
719K $28.2M
IVE
Ishares S&P 500 Value ETF

ETFs
109K
+ 62.36%
$185.78 - $198.58 $20.3M - $21.7M
284K $54.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
105K
+ 571.09%
$169.43 - $182.84 $17.7M - $19.1M
123K $21.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
456K
New
$34.83 - $37.52 $15.9M - $17.1M
456K $16.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
349K
New
$45.72 - $51.73 $15.9M - $18M
349K $16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
312K
+ 23.75%
$48.06 - $53.73 $15M - $16.8M
1.63M $79.3M
IAU
Ishares Gold Trust

ETFs
177K
+ 139.23%
$49.74 - $58.96 $8.79M - $10.4M
304K $17.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
273K
+ 11.04%
$25.54 - $27.64 $6.97M - $7.55M
2.75M $74.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
46.7K
+ 12.72%
$168.16 - $186.21 $7.85M - $8.69M
414K $70.7M
IEFA
Ishares Tr

ETFs
61.9K
+ 388.11%
$69.57 - $78.65 $4.31M - $4.87M
77.9K $5.89M
FLIN
Franklin Templeton ETF Tr

ETFs
68.6K
+ 648.6%
$34.0 - $38.4 $2.33M - $2.63M
79.1K $2.92M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
40.2K
+ 630.01%
$60.05 - $72.21 $2.41M - $2.9M
46.5K $2.92M
FDIS
Fidelity Covington Tr Msci Con

ETFs
30K
+ 728.42%
$82.77 - $101.84 $2.49M - $3.06M
34.2K $2.89M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.5K
+ 14.39%
$196.12 - $229.48 $2.06M - $2.41M
83.7K $16.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
85.8K
+ 11.93%
$92.45 - $106.69 $7.93M - $9.15M
805K $74.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26.4K
+ 2.47%
$54.25 - $57.64 $1.43M - $1.52M
1.09M $60.3M
VTV
Vanguard Value ETF

ETFs
6.02K
New
$167.73 - $179.21 $1.01M - $1.08M
6.02K $1.04M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19.7K
+ 19.65%
$50.87 - $51.09 $1M - $1M
120K $6.11M
EMB
Ishares Tr

ETFs
5.17K
+ 6.79%
$88.64 - $92.03 $458K - $476K
81.3K $7.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11K
+ 12.05%
$50.39 - $50.66 $552K - $555K
102K $5.16M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11K
New
$48.65 - $53.06 $536K - $584K
11K $571K
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.6K
+ 11.55%
$50.44 - $50.7 $533K - $536K
102K $5.17M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.32K
+ 11.62%
$100.32 - $100.76 $534K - $536K
51.1K $5.14M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.6K
+ 11.55%
$50.03 - $50.27 $531K - $534K
103K $5.14M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.95K
+ 1.44%
$32.5 - $33.3 $193K - $198K
418K $13.9M
Blackrock ETF Trust Ii
489K
New
N/A
489K $0
Pimco ETF Tr
2.9M
+ 2605.09%
N/A
3.01M $0
Blackrock ETF Trust Ii
61.2K
+ 12.96%
N/A
534K $0
Blackrock ETF Trust
521K
New
N/A
521K $0
Simplify Exchange Traded Fun
3.07K
+ 1.98%
N/A
158K $0
CARY
Angel Oak Fds Tr Income Etf(De
114K
+ 6.32%
N/A
1.92M $0
Pimco ETF Tr
1.21M
New
N/A
1.21M $0
IYW
Ishares Dj Us Tech ETF

ETFs
20.3K
+ 11.77%
$140.44 - $166.79 $2.84M - $3.38M
192K $27M
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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