Advocacy Wealth Management Services, LLC Purchases in Q2 2025

Advocacy Wealth Management Services, LLC

  • $1.29 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
413K
+ 58.39%
$52.4 - $64.65 $21.6M - $26.7M
1.12M $71.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
682K
New
$34.72 - $42.74 $23.7M - $29.1M
682K $29.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
900K
+ 32.76%
$25.48 - $27.78 $22.9M - $25M
3.65M $96.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
351K
+ 100.54%
$40.94 - $52.1 $14.4M - $18.3M
699K $36.4M
IVE
Ishares S&P 500 Value ETF

ETFs
61.2K
+ 21.52%
$168.34 - $195.42 $10.3M - $12M
346K $67.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19.3K
+ 1.19%
$43.53 - $54.46 $841K - $1.05M
1.64M $89.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
22K
+ 5.31%
$152.42 - $182.82 $3.35M - $4.02M
436K $79.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.75K
+ 5.68%
$180.84 - $240.32 $859K - $1.14M
88.4K $21.2M
IAU
Ishares Gold Trust

ETFs
51.7K
+ 17.03%
$56.1 - $64.74 $2.9M - $3.35M
355K $22.2M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
47K
+ 5.93%
$48.48 - $50.99 $2.28M - $2.4M
840K $42.8M
EWG
Ishares Msci Germany ETF

ETFs
37.3K
New
$33.22 - $42.57 $1.24M - $1.59M
37.3K $1.58M
SPIB
Spdr Portfolio Intermediate Te

ETFs
26.9K
+ 6.42%
$32.62 - $33.58 $877K - $903K
445K $15M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
18.3K
+ 17.84%
$49.98 - $50.26 $914K - $920K
121K $6.06M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.04K
+ 17.68%
$100.04 - $100.54 $904K - $908K
60.1K $6.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.7K
+ 16.4%
$50.36 - $50.68 $842K - $847K
119K $6.01M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.4K
+ 13.72%
$50.1 - $51.02 $823K - $838K
136K $6.95M
XOM
Exxon Mobil Corp

Energy
4.28K
New
$99.93 - $119.04 $427K - $509K
4.28K $461K
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.98K
+ 7.82%
$50.48 - $50.71 $403K - $405K
110K $5.58M
BNDX
Vanguard Total International B

ETFs
7.05K
New
$48.77 - $49.55 $344K - $349K
7.05K $349K
EMB
Ishares Tr

ETFs
1.94K
+ 2.39%
$86.54 - $92.62 $168K - $180K
83.3K $7.71M
JPIB
Jpmorgan International Bond Op

ETFs
4.55K
New
$47.18 - $48.62 $215K - $221K
4.55K $221K
MSFT
Microsoft Corp

Technology
413
New
$354.56 - $497.45 $146K - $205K
413 $205K
NVDA
Nvidia Corp

Technology
1.3K
New
$94.31 - $157.99 $123K - $206K
1.3K $205K
AAPL
Apple Inc.

Technology
987
New
$172.42 - $223.89 $170K - $221K
987 $202K
TFLO
Ishares Treasury Floating Rate

ETFs
2.35K
+ 22.18%
$50.47 - $50.66 $119K - $119K
13K $656K
Blackrock ETF Trust
698K
New
N/A
698K $0
Blackrock ETF Trust
492K
+ 94.46%
N/A
1.01M $0
Ishares Tr
9.53K
+ 7.3%
N/A
140K $0
Simplify Exchange Traded Fun
12.7K
+ 8.02%
N/A
171K $0
Rbb Fd Inc
23.1K
+ 6.42%
N/A
382K $0
Blackrock ETF Trust Ii
37.5K
+ 7.67%
N/A
526K $0
Blackrock ETF Trust Ii
24.2K
+ 4.54%
N/A
558K $0
Pimco ETF Tr
214K
+ 7.12%
N/A
3.23M $0
Pimco ETF Tr
95K
+ 7.84%
N/A
1.31M $0
CARY
Angel Oak Fds Tr Income Etf(De
140K
+ 7.31%
N/A
2.06M $0
Activity Summary
Buys All Purchases 36 New Holdings 9 Increased Positions 27 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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