Financial Advocates Investment Management Sells in Q2 2025

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-255K
- 70.93%
$71.83 - $95.32 $18.3M - $24.3M
105K $9.97M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-285K
- 83.11%
$51.68 - $52.76 $14.7M - $15M
57.9K $3.05M
EMB
Ishares Tr

ETFs
-150K
- 97.19%
$86.54 - $92.62 $13M - $13.9M
4.33K $401K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-123K
- 71.7%
$96.84 - $99.46 $11.9M - $12.2M
48.6K $4.82M
NVDA
Nvidia Corp

Technology
-216K
- 47.07%
$94.31 - $157.99 $20.4M - $34.2M
243K $38.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-61.1K
- 51.62%
$167.32 - $223.3 $10.2M - $13.6M
57.2K $12.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-69.8K
- 91.52%
$121.58 - $136.74 $8.49M - $9.55M
6.47K $878K
AVUV
American Centy ETF Tr Avantis

ETFs
-88.4K
- 76.85%
$75.17 - $91.21 $6.64M - $8.06M
26.6K $2.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-41.5K
- 88.56%
$152.93 - $181.74 $6.35M - $7.55M
5.37K $975K
PAVE
Global X Fds Us Infrastructure

ETFs
-181K
- 68.91%
$33.78 - $43.68 $6.1M - $7.89M
81.6K $3.55M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-106K
- 45.9%
$47.46 - $55.3 $5.02M - $5.85M
125K $6.88M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-51.4K
- 79.34%
$101.93 - $128.63 $5.24M - $6.62M
13.4K $1.72M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-29.4K
- 64.63%
$171.4 - $227.1 $5.04M - $6.68M
16.1K $3.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13.5K
- 46.83%
$416.06 - $551.64 $5.61M - $7.44M
15.3K $8.45M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-114K
- 84.43%
$42.72 - $44.24 $4.86M - $5.03M
21K $920K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-52.5K
- 74.88%
$91.43 - $91.74 $4.8M - $4.82M
17.6K $1.62M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-104K
- 54.38%
$40.94 - $52.1 $4.24M - $5.4M
87K $4.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.84K
- 50.26%
$483.48 - $539.8 $3.31M - $3.69M
6.77K $3.29M
GLD
Spdr Gold Trust

ETFs
-16.1K
- 23.79%
$273.71 - $316.29 $4.41M - $5.1M
51.7K $15.7M
GBIL
Goldman Sachs Access Treasury

ETFs
-36.3K
- 72.18%
$99.83 - $100.19 $3.62M - $3.64M
14K $1.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-73.2K
- 26.57%
$51.16 - $62.02 $3.75M - $4.54M
202K $12.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
-111K
- 93.27%
$29.0 - $30.68 $3.21M - $3.4M
8K $245K
XLU
Utilities Sector Spdr

ETFs
-43.2K
- 90.5%
$73.09 - $82.77 $3.16M - $3.58M
4.53K $370K
BA
Boeing CO

Industrials
-21K
- 78.64%
$136.59 - $217.51 $2.87M - $4.57M
5.71K $1.2M
IEF
Ishares Barclays

ETFs
-33.8K
- 41.3%
$93.15 - $96.56 $3.15M - $3.26M
48K $4.6M
COST
Costco Wholesale Corp

Consumer Defensive
-3.33K
- 43.69%
$908.13 - $1056.85 $3.02M - $3.52M
4.29K $4.25M
IAU
Ishares Gold Trust

ETFs
-46.4K
- 60.45%
$56.1 - $64.74 $2.6M - $3M
30.3K $1.89M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-66.6K
- 76.58%
$34.72 - $42.74 $2.31M - $2.85M
20.4K $870K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-75.3K
- 55.62%
$32.66 - $40.75 $2.46M - $3.07M
60.1K $2.43M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-11.9K
- 81.14%
$180.84 - $240.32 $2.15M - $2.86M
2.77K $665K
IVW
Ishares S&P 500 Growth ETF

ETFs
-53.9K
- 25.09%
$82.96 - $110.1 $4.47M - $5.94M
161K $17.7M
PH
Parker Hannifin Corp

Industrials
-3.69K
- 73.31%
$517.23 - $700.54 $1.91M - $2.58M
1.34K $938K
VTV
Vanguard Value ETF

ETFs
-12K
- 63.02%
$153.67 - $176.74 $1.84M - $2.11M
7.02K $1.24M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-65K
- 41.16%
$29.52 - $35.31 $1.92M - $2.3M
93K $3.28M
XLE
Energy Sector Spdr

ETFs
-18K
- 32.13%
$76.44 - $94.13 $1.37M - $1.69M
38K $3.22M
XLK
Technology Sector Spdr

ETFs
-12.2K
- 51.12%
$179.73 - $253.23 $2.19M - $3.08M
11.6K $2.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.36K
- 45.13%
$456.74 - $568.03 $1.99M - $2.48M
5.3K $3.01M
XLI
Industrial Sector Spdr

ETFs
-15.5K
- 69.67%
$116.42 - $147.52 $1.8M - $2.28M
6.74K $994K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-37.2K
- 43.89%
$49.12 - $50.93 $1.83M - $1.89M
47.5K $2.37M
JPSE
J P Morgan Diversified Return

ETFs
-45.6K
- 32.42%
$38.2 - $45.49 $1.74M - $2.07M
95K $4.32M
AMGN
Amgen Inc

Healthcare
-5.43K
- 65.47%
$262.28 - $309.85 $1.42M - $1.68M
2.87K $799K
CVX
Chevron Corp

Energy
-6.72K
- 23.48%
$133.73 - $168.51 $899K - $1.13M
21.9K $3.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-12.6K
- 87.56%
$108.12 - $135.04 $1.36M - $1.7M
1.78K $240K
LNG
Cheniere Energy, Inc.

Energy
-6.19K
- 87.01%
$197.25 - $244.33 $1.22M - $1.51M
924 $225K
PWR
Quanta Services, Inc.

Industrials
-6.99K
- 69.98%
$239.47 - $381.26 $1.67M - $2.67M
3K $1.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
-18K
- 20.37%
$79.56 - $82.92 $1.43M - $1.49M
70.4K $5.84M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-14.9K
- 30.01%
$85.42 - $94.39 $1.27M - $1.4M
34.7K $3.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-10.4K
- 42.16%
$114.78 - $133.31 $1.19M - $1.38M
14.2K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
-1.51K
- 40.08%
$274.35 - $599.47 $414K - $905K
2.26K $704K
Activity Summary
Buys All Purchases 202 New Holdings 61 Increased Positions 141 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 3 Puts 13
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