Financial Advocates Investment Management Sells in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
-3.69K
- 14.54%
$51.35 - $59.82 $189K - $220K
21.7K $1.26M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-6.09K
- 34.79%
$38.22 - $43.47 $233K - $265K
11.4K $493K
XOM
Exxon Mobil Corp

Energy
-2.08K
- 5.97%
$109.72 - $119.0 $228K - $247K
32.7K $3.84M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.98K
- 17.57%
$75.32 - $84.37 $224K - $251K
14K $1.17M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.15K
- 10.0%
$105.92 - $110.83 $228K - $238K
19.3K $2.14M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-2.53K
- 37.13%
$70.04 - $77.47 $177K - $196K
4.28K $331K
IWY
Ishares Tr Russell 200 Growth

ETFs
-739
- 29.54%
$194.66 - $225.97 $144K - $167K
1.76K $387K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.94K
- 19.34%
$44.65 - $47.21 $176K - $186K
16.4K $767K
SWKS
Skyworks Solutions, Inc.

Technology
-1.04K
- 18.81%
$96.22 - $120.68 $100K - $125K
4.49K $443K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.88K
- 7.7%
$79.58 - $91.64 $229K - $264K
34.5K $3.13M
VLO
Valero Energy Corp

Energy
-55
- 1.01%
$132.81 - $163.48 $7.3K - $8.99K
5.4K $728K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.28K
- 46.49%
$80.44 - $110.41 $183K - $251K
2.62K $289K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
-6.16K
- 11.24%
$30.87 - $33.59 $190K - $207K
48.6K $1.63M
F
Ford Motor CO

Consumer Cyclical
-2.05K
- 4.41%
$9.71 - $14.55 $19.9K - $29.9K
44.5K $469K
SNOW
Snowflake Inc.

Technology
-389
- 11.86%
$108.56 - $143.02 $42.2K - $55.6K
2.89K $331K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.42K
- 4.72%
$50.25 - $50.74 $122K - $123K
48.8K $2.48M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.97K
- 9.69%
$106.11 - $113.72 $209K - $224K
18.4K $2.08M
WABC
Westamerica Bancorporation

Financial Services
-2.25K
- 20.3%
$47.62 - $57.4 $107K - $129K
8.84K $436K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1K
- 33.92%
$103.87 - $117.59 $104K - $118K
1.95K $228K
GS
Goldman Sachs Group Inc

Financial Services
-356
- 18.59%
$459.02 - $510.25 $163K - $182K
1.56K $771K
KMB
Kimberly Clark Corp

Consumer Defensive
-905
- 10.5%
$135.05 - $148.35 $122K - $134K
7.71K $1.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.38K
- 9.92%
$62.4 - $62.4 $85.9K - $85.9K
12.5K $780K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-483
- 5.85%
$332.02 - $382.76 $160K - $185K
7.78K $2.92M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-2.92K
- 5.09%
$48.27 - $49.43 $141K - $144K
54.5K $2.69M
FTGC
First Trust Global Tactical CO

ETFs
-2.73K
- 6.0%
$22.3 - $24.39 $60.9K - $66.6K
42.8K $1.01M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.17K
- 15.94%
$102.5 - $112.27 $120K - $131K
6.17K $691K
D
Dominion Energy, Inc

Utilities
-2.17K
- 33.45%
$48.01 - $58.53 $104K - $127K
4.32K $249K
CDNS
Cadence Design Systems Inc

Technology
-48
- 3.28%
$246.84 - $321.11 $11.8K - $15.4K
1.42K $384K
COP
Conocophillips

Energy
-262
- 6.39%
$102.3 - $116.61 $26.8K - $30.6K
3.84K $403K
ALC
Alcon Inc

Healthcare
-1.5K
- 19.33%
$88.07 - $100.79 $132K - $151K
6.25K $625K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.28K
- 15.47%
$49.9 - $50.37 $63.6K - $64.2K
6.97K $349K
SCHW
Schwab Charles Corp

Financial Services
-470
- 12.93%
$61.74 - $76.08 $29K - $35.8K
3.17K $205K
WMB
Williams Companies, Inc.

Energy
-2.21K
- 16.27%
$41.24 - $46.22 $91.3K - $102K
11.4K $520K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-679
- 24.4%
$93.65 - $97.81 $63.6K - $66.4K
2.1K $205K
GBCI
Glacier Bancorp, Inc.

Financial Services
-4.98K
- 23.78%
$36.29 - $47.47 $181K - $236K
16K $729K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-2.48K
- 9.82%
$24.98 - $25.63 $61.9K - $63.5K
22.8K $580K
IHDG
Wisdomtree Tr

ETFs
-1.33K
- 1.32%
$42.42 - $46.78 $56.5K - $62.3K
99.5K $4.55M
CPRT
Copart Inc

Consumer Cyclical
-439
- 3.2%
$49.19 - $55.54 $21.6K - $24.4K
13.3K $695K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-3.03K
- 6.17%
$24.32 - $25.01 $73.6K - $75.7K
46K $1.15M
PCAR
Paccar Inc

Industrials
-4
- 0.04%
$91.64 - $109.98 $367 - $440
10.2K $1M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-233
- 1.3%
$26.82 - $30.58 $6.25K - $7.13K
17.7K $498K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-888
- 11.57%
$51.78 - $52.98 $46K - $47K
6.78K $359K
AMD
Advanced Micro Devices Inc

Technology
-450
- 2.42%
$128.67 - $183.96 $57.9K - $82.8K
18.2K $2.98M
WM
Waste Management Inc

Industrials
-63
- 1.6%
$196.96 - $223.45 $12.4K - $14.1K
3.88K $805K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-250
- 0.26%
$12.34 - $13.3 $3.09K - $3.33K
96.7K $1.23M
XLB
Select Sector Spdr Fd Material

ETFs
-922
- 13.29%
$86.95 - $97.09 $80.2K - $89.5K
6.02K $579K
SKYY
First Trust Cloud Computing Et

ETFs
-929
- 9.91%
$86.45 - $102.48 $80.3K - $95.2K
8.45K $863K
HON
Honeywell International Inc

Industrials
-23
- 0.59%
$196.73 - $220.21 $4.52K - $5.06K
3.86K $798K
EMR
Emerson Electric CO

Industrials
-201
- 1.86%
$98.19 - $118.87 $19.7K - $23.9K
10.6K $1.16M
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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