Advocacy Wealth Management Services, LLC Closed Holding Positions

Advocacy Wealth Management Services, LLC

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 05, 2021
2,454
$38.28 - $41.49 $93.9K - $102K
SPG
Simon Property Group Inc

Real Estate
Q3 2021 Filed on Oct 05, 2021
212
$117.19 - $136.42 $24.8K - $28.9K
PSA
Public Storage

Real Estate
Q3 2021 Filed on Oct 05, 2021
81
$296.74 - $331.04 $24K - $26.8K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q3 2021 Filed on Oct 05, 2021
109
$50.52 - $50.94 $5.51K - $5.55K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2021 Filed on Oct 05, 2021
82
$102.3 - $108.36 $8.39K - $8.89K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q3 2021 Filed on Oct 05, 2021
1,137
$45.53 - $49.02 $51.8K - $55.7K
DUK
Duke Energy Corp

Utilities
Q3 2021 Filed on Oct 05, 2021
312
$97.05 - $107.93 $30.3K - $33.7K
General Electric CO Com
Q3 2021 Filed on Oct 05, 2021
641
N/A
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
Q3 2021 Filed on Oct 05, 2021
0
$43.59 - $46.8 $0 - $0
DVYE
Ishares Emerging Markets Divid

ETFs
Q3 2021 Filed on Oct 05, 2021
1,228
$37.47 - $40.44 $46K - $49.7K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
Q3 2021 Filed on Oct 05, 2021
62
$100.27 - $101.41 $6.22K - $6.29K
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q3 2021 Filed on Oct 05, 2021
121
$48.75 - $48.98 $5.9K - $5.93K
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
Q3 2021 Filed on Oct 05, 2021
6,476
$26.52 - $28.2 $172K - $183K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2021 Filed on Oct 05, 2021
870
$35.66 - $40.49 $31K - $35.2K
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
Q3 2021 Filed on Oct 05, 2021
3,122
$34.19 - $37.65 $107K - $118K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2021 Filed on Jul 02, 2021
472
$43.91 - $47.61 $20.7K - $22.5K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Jul 02, 2021
436
$129.78 - $131.28 $56.6K - $57.2K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2021 Filed on Jul 02, 2021
179
$89.29 - $96.06 $16K - $17.2K
Aphria Inc Com
Q2 2021 Filed on Jul 02, 2021
30
N/A
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2021 Filed on Jul 02, 2021
42,676
$244.58 - $272.16 $10.4M - $11.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 02, 2021
10
$2172.19 - $2505.1 $21.7K - $25.1K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 02, 2021
679
$52.01 - $56.09 $35.3K - $38.1K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q1 2021 Filed on Apr 05, 2021
500
$20.67 - $23.49 $10.3K - $11.7K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2021 Filed on Apr 05, 2021
4
$14.77 - $20.19 $59.1 - $80.8
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 05, 2021
7,775
$157.49 - $182.87 $1.22M - $1.42M
GD
General Dynamics Corp

Industrials
Q1 2021 Filed on Apr 05, 2021
98
$145.94 - $183.3 $14.3K - $18K
DIS
Walt Disney CO

Communication Services
Q1 2021 Filed on Apr 05, 2021
332
$163.03 - $201.91 $54.1K - $67K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2020 Filed on Jan 06, 2021
22,791
$53.17 - $62.19 $1.21M - $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2020 Filed on Jan 06, 2021
0
$50.8 - $68.4 $0 - $0
IEP
Icahn Enterprises L.P.

Industrials
Q4 2020 Filed on Jan 06, 2021
200
$48.9 - $53.07 $9.78K - $10.6K
Spdr Ssga U.S. Sector Rotation ETF
Q4 2020 Filed on Jan 06, 2021
192,316
N/A
EWG
Ishares Msci Germany ETF

ETFs
Q4 2020 Filed on Jan 06, 2021
375
$26.28 - $32.2 $9.86K - $12.1K
HON
Honeywell International Inc

Industrials
Q4 2020 Filed on Jan 06, 2021
68
$161.16 - $214.63 $11K - $14.6K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
Q4 2020 Filed on Jan 06, 2021
27,732
$22.39 - $25.23 $621K - $700K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
Q4 2020 Filed on Jan 06, 2021
10,100
$28.64 - $33.87 $289K - $342K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
Q4 2020 Filed on Jan 06, 2021
30,336
$20.15 - $20.5 $611K - $622K
QDF
Flexshares Quality Dividend In

ETFs
Q3 2020 Filed on Oct 02, 2020
922
$42.24 - $47.55 $38.9K - $43.8K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2020 Filed on Oct 02, 2020
123
$46.22 - $51.04 $5.69K - $6.28K
MESA
Mesa Air Group Inc

Industrials
Q3 2020 Filed on Oct 02, 2020
500
$2.92 - $3.95 $1.46K - $1.98K
MDT
Medtronic PLC

Healthcare
Q3 2020 Filed on Oct 02, 2020
137
$90.13 - $108.78 $12.3K - $14.9K
Penney J C Corp Inc Com
Q3 2020 Filed on Oct 02, 2020
10
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2020 Filed on Jul 02, 2020
20,769
$48.5 - $50.01 $1.01M - $1.04M
JRS
Nuveen Real Estate Income Fund

Financial Services
Q2 2020 Filed on Jul 02, 2020
2,431
$6.09 - $8.48 $14.8K - $20.6K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
Q2 2020 Filed on Jul 02, 2020
749
$4.96 - $6.28 $3.72K - $4.7K
MGA
Magna International Inc

Consumer Cyclical
Q2 2020 Filed on Jul 02, 2020
611
$29.32 - $47.74 $17.9K - $29.2K
FDD
First Trust Stoxx European Sel

ETFs
Q2 2020 Filed on Jul 02, 2020
911
$8.8 - $11.87 $8.02K - $10.8K
HYLS
First Tr Tactical High Yield L

ETFs
Q2 2020 Filed on Jul 02, 2020
583,784
$41.77 - $47.26 $24.4M - $27.6M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q2 2020 Filed on Jul 02, 2020
525
$13.35 - $17.57 $7.01K - $9.22K
STT
State Street Corp

Financial Services
Q1 2020 Filed on Apr 02, 2020
369
$43.21 - $82.92 $15.9K - $30.6K
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