Financial Advocates Investment Management Purchases in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
91.9K
New
$283.28 - $314.39 $26M - $28.9M
91.9K $28.9M
IWM
Ishares Russell 2000 ETF

ETFs
90.8K
+ 184.9%
$200.87 - $224.6 $18.2M - $20.4M
140K $30.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
117K
+ 1428.21%
$113.45 - $126.18 $13.3M - $14.8M
125K $15.8M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
199K
New
$54.2 - $65.22 $10.8M - $13M
199K $12.7M
XLV
Select Sector Spdr Fund Health

ETFs
54.7K
+ 129.83%
$143.3 - $157.24 $7.84M - $8.6M
96.8K $14.9M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
51.6K
+ 44.77%
$72.41 - $86.76 $3.73M - $4.47M
167K $13.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
50.8K
New
$77.24 - $83.67 $3.92M - $4.25M
50.8K $4.25M
AVUV
American Centy ETF Tr Avantis

ETFs
39.2K
+ 60.64%
$88.24 - $99.7 $3.46M - $3.9M
104K $9.96M
IEFA
Ishares Tr

ETFs
32.6K
+ 11.22%
$70.09 - $78.74 $2.29M - $2.57M
323K $25.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
142K
+ 17.54%
$22.38 - $23.66 $3.18M - $3.36M
951K $22.3M
IYW
Ishares Dj Us Tech ETF

ETFs
23.5K
+ 192.64%
$133.16 - $158.73 $3.13M - $3.73M
35.7K $5.41M
TSLA
Tesla, Inc.

Consumer Cyclical
952
+ 1.83%
$191.76 - $263.26 $183K - $251K
53K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35.7K
+ 10.13%
$57.32 - $62.65 $2.05M - $2.24M
389K $24.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.7K
+ 84.62%
$74.26 - $78.84 $3.17M - $3.37M
93.2K $7.3M
EMB
Ishares Tr

ETFs
32.8K
+ 71.04%
$87.75 - $93.74 $2.87M - $3.07M
78.9K $7.38M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
48.2K
+ 30.7%
$50.85 - $53.88 $2.45M - $2.6M
205K $11M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
29.5K
+ 84.57%
$100.09 - $100.69 $2.95M - $2.97M
64.3K $6.47M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12K
+ 14.38%
$162.64 - $179.3 $1.96M - $2.16M
95.7K $17.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
17.5K
+ 13.95%
$116.79 - $133.54 $2.05M - $2.34M
143K $18.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
26.3K
+ 43.16%
$83.76 - $91.82 $2.2M - $2.42M
87.3K $7.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.8K
+ 20.24%
$105.53 - $118.34 $1.77M - $1.99M
99.8K $11.7M
XLK
Technology Sector Spdr

ETFs
12.5K
+ 46.99%
$197.34 - $237.68 $2.47M - $2.97M
39.1K $8.84M
IQLT
Ishares Msci Intl Quality Fact

ETFs
66.9K
New
$37.37 - $41.82 $2.5M - $2.8M
66.9K $2.78M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
15.7K
+ 30.23%
$110.22 - $120.89 $1.73M - $1.9M
67.6K $8.14M
GLD
Spdr Gold Trust

ETFs
1.82K
+ 2.99%
$215.56 - $246.98 $393K - $450K
62.7K $15.2M
VTI
Vanguard Total Stock Market Et

ETFs
2.1K
+ 2.22%
$255.18 - $283.2 $535K - $594K
96.3K $27.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
39.6K
+ 56.2%
$47.95 - $49.61 $1.9M - $1.96M
110K $5.44M
PHM
Pultegroup Inc

Consumer Cyclical
14.2K
New
$103.95 - $144.98 $1.48M - $2.06M
14.2K $2.04M
VOT
Vanguard Mid Cap Growth Index

ETFs
7.78K
+ 81.96%
$218.05 - $243.47 $1.7M - $1.89M
17.3K $4.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.47K
+ 63.18%
$475.2 - $527.7 $1.65M - $1.83M
8.96K $4.73M
GBIL
Goldman Sachs Access Treasury

ETFs
19.4K
+ 51.25%
$99.7 - $100.3 $1.93M - $1.94M
57.1K $5.73M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.6K
+ 36.96%
$178.94 - $207.0 $1.54M - $1.78M
31.9K $6.4M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
17.9K
+ 17.8%
$98.97 - $99.59 $1.77M - $1.78M
118K $11.8M
AOA
Ishares Tr Core Aggressive All

ETFs
19.6K
+ 51.16%
$72.11 - $79.05 $1.42M - $1.55M
58K $4.58M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.8K
+ 62.5%
$81.31 - $83.29 $1.61M - $1.65M
51.6K $4.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
14.3K
+ 14.27%
$79.29 - $84.02 $1.13M - $1.2M
114K $9.56M
XLP
Consumer Staples Sector Spdr

ETFs
19K
+ 52.58%
$76.04 - $76.04 $1.45M - $1.45M
55.2K $4.19M
NVDA
Nvidia Corp

Technology
20K
+ 4.09%
$98.91 - $134.91 $1.98M - $2.7M
509K $61.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
33.4K
+ 20.33%
$32.36 - $33.78 $1.08M - $1.13M
198K $6.67M
XLF
Financial Sector Spdr

ETFs
25.8K
+ 86.05%
$40.84 - $45.74 $1.05M - $1.18M
55.8K $2.53M
PAVE
Global X Fds Us Infrastructure

ETFs
4.43K
+ 1.7%
$36.39 - $41.16 $161K - $183K
265K $10.9M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
30.8K
+ 108.86%
$33.88 - $36.77 $1.04M - $1.13M
59K $2.15M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
12K
New
$90.87 - $102.43 $1.09M - $1.23M
12K $1.18M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
18.4K
+ 56.72%
$59.61 - $60.15 $1.1M - $1.11M
51K $3.05M
MSTR
Microstrategy Inc

Technology
12.1K
+ 1430.53%
$114.3 - $1800.09 $1.38M - $21.8M
12.9K $2.18M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18.5K
+ 16.52%
$32.65 - $36.69 $604K - $679K
130K $4.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.79K
+ 1.66%
$96.25 - $101.98 $268K - $284K
170K $17.3M
VPU
Vanguard Utilities ETF

ETFs
2.75K
+ 14.33%
$146.64 - $174.54 $403K - $479K
21.9K $3.81M
REZ
Ishares Tr Residential And Mul

ETFs
10.9K
New
$76.42 - $91.19 $831K - $991K
10.9K $965K
Activity Summary
Buys All Purchases 442 New Holdings 63 Increased Positions 379 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 4 Puts 6
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