Financial Advocates Investment Management Incresed Positions in Q1 2025

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
107K
+ 224.61%
$88.64 - $92.03 $9.46M - $9.82M
154K $14M
IEF
Ishares Barclays

ETFs
68.7K
+ 525.12%
$91.17 - $95.39 $6.27M - $6.56M
81.8K $7.8M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
59.9K
+ 865.69%
$77.91 - $92.26 $4.66M - $5.52M
66.8K $5.31M
GLD
Spdr Gold Trust

ETFs
5.43K
+ 8.7%
$243.19 - $288.14 $1.32M - $1.56M
67.8K $19.5M
CGDV
Capital Group Divid Value ETF

ETFs
99K
+ 47.91%
$34.95 - $37.36 $3.46M - $3.7M
306K $10.9M
IGF
Ishares Global Infrastructure

ETFs
64.4K
+ 1286.01%
$51.96 - $54.84 $3.34M - $3.53M
69.4K $3.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
92.5K
+ 215.73%
$33.84 - $37.77 $3.13M - $3.49M
135K $4.93M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
58.6K
+ 932.89%
$55.41 - $60.74 $3.25M - $3.56M
64.9K $3.66M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
63.3K
+ 426.09%
$46.86 - $50.66 $2.97M - $3.21M
78.2K $3.79M
XLC
Select Sector Spdr Tr Communic

ETFs
30.8K
+ 339.5%
$94.84 - $105.31 $2.92M - $3.24M
39.9K $3.85M
IEMG
Ishares Inc

ETFs
51.9K
+ 26.36%
N/A
249K $13.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
45.5K
+ 26.87%
$92.45 - $106.69 $4.21M - $4.85M
215K $19.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
35K
+ 321.28%
$77.33 - $90.16 $2.71M - $3.16M
45.9K $3.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
51.9K
+ 52.91%
$49.78 - $53.19 $2.58M - $2.76M
150K $7.66M
MBB
Ishares Tr

ETFs
25.2K
+ 19.55%
$90.37 - $94.08 $2.28M - $2.37M
154K $14.5M
SPSB
Spdr Portfolio Short Term Corp

ETFs
61.7K
+ 56.96%
$29.82 - $30.1 $1.84M - $1.86M
170K $5.11M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
58.2K
+ 143.88%
$28.27 - $29.28 $1.64M - $1.7M
98.6K $2.86M
JPIE
J P Morgan Exchange Traded Fd
36.7K
+ 219.28%
$45.46 - $46.18 $1.67M - $1.69M
53.4K $2.46M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
14.8K
+ 113.94%
$100.59 - $103.47 $1.49M - $1.53M
27.8K $2.87M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.1K
+ 32.05%
$192.82 - $222.1 $2.13M - $2.45M
45.5K $8.79M
OEF
Ishares S&P 100 ETF

ETFs
5.25K
+ 150.44%
N/A
8.74K $2.33M
FTSL
First Trust Senior Ln Fund

ETFs
31K
+ 53.18%
$45.65 - $46.48 $1.41M - $1.44M
89.3K $4.08M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11.6K
+ 102.81%
$97.25 - $104.79 $1.13M - $1.22M
22.9K $2.37M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
43.8K
+ 53.13%
$24.73 - $25.62 $1.08M - $1.12M
126K $3.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
22K
+ 17.19%
$50.87 - $51.09 $1.12M - $1.12M
150K $7.65M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
60.2K
+ 263.73%
$19.04 - $20.15 $1.15M - $1.21M
83K $1.58M
MUB
Ishares National Muni Bond ETF

ETFs
11.1K
+ 28.78%
$104.71 - $107.69 $1.16M - $1.2M
49.7K $5.24M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
26.4K
+ 12.91%
$53.6 - $58.97 $1.41M - $1.56M
231K $12.6M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
20.8K
+ 8.82%
$53.81 - $62.59 $1.12M - $1.3M
256K $14.4M
UBER
Uber Technologies, Inc

Technology
10.7K
+ 72.03%
$63.17 - $81.49 $678K - $874K
25.6K $1.87M
IAU
Ishares Gold Trust

ETFs
3.72K
+ 5.1%
$49.74 - $58.96 $185K - $219K
76.7K $4.52M
FLMI
Franklin Dynamic Municipal Bon

ETFs
35.5K
+ 78.02%
$24.22 - $24.86 $861K - $883K
81.1K $1.98M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
28.5K
+ 204.36%
$28.55 - $29.09 $813K - $828K
42.4K $1.22M
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.9K
+ 28.42%
$96.9 - $104.39 $765K - $824K
35.7K $3.55M
SPTS
Spdr Portfolio Short Term Trea

ETFs
27.1K
+ 145.03%
$28.92 - $29.24 $783K - $792K
45.8K $1.34M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.08K
+ 6.77%
$90.0 - $96.32 $817K - $874K
143K $13.2M
JBBB
Janus Detroit Str Tr Henderson

ETFs
15.6K
+ 96.54%
$48.34 - $49.66 $756K - $776K
31.8K $1.55M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
11.1K
+ 27.02%
$51.39 - $57.43 $570K - $637K
52.1K $2.89M
PM
Philip Morris International Inc.

Consumer Defensive
237
+ 1.85%
$117.15 - $158.79 $27.8K - $37.6K
13K $2.07M
FLRN
Spdr Bloomberg Investment Grad

ETFs
16.5K
+ 151.93%
$30.71 - $30.87 $507K - $510K
27.4K $843K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
13.2K
+ 12.99%
$50.25 - $55.9 $662K - $736K
115K $5.89M
LLY
Eli Lilly & CO

Healthcare
178
+ 2.96%
$725.72 - $929.72 $129K - $165K
6.19K $5.11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.48K
+ 1.98%
$128.74 - $138.67 $191K - $205K
76.3K $10.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.37K
+ 7.25%
N/A
79.4K $6.82M
PH
Parker Hannifin Corp

Industrials
862
+ 20.67%
$591.65 - $707.05 $510K - $609K
5.03K $3.06M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.38K
+ 4.13%
$32.5 - $33.3 $272K - $279K
211K $7.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.18K
+ 5.28%
$85.29 - $92.57 $186K - $202K
43.5K $3.96M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.39K
+ 4.17%
$42.4 - $44.11 $228K - $238K
135K $5.9M
MS
Morgan Stanley

Financial Services
3.09K
+ 125.76%
$111.68 - $141.08 $345K - $436K
5.55K $647K
Activity Summary
Buys All Purchases 322 New Holdings 48 Increased Positions 274 Sells All Sells 358 Reductions 358 Sold out 0 Options Calls 5 Puts 6
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