Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ON
On Semiconductor Corp

Technology
Q2 2022 Filed on Aug 12, 2022
8,596
$50.31 - $66.01 $432K - $567K
FVRR
Fiverr International Ltd.

Communication Services
Q2 2022 Filed on Aug 12, 2022
2,867
$30.39 - $80.01 $87.1K - $229K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q2 2022 Filed on Aug 12, 2022
13,771
$27.15 - $31.32 $374K - $431K
MDIV
First Trust Multi Asset Divers

ETFs
Q2 2022 Filed on Aug 12, 2022
17,284
$14.9 - $17.0 $258K - $294K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q2 2022 Filed on Aug 12, 2022
1,635
$119.48 - $169.15 $195K - $277K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
21,141
$35.58 - $44.29 $752K - $936K
NRZ
New Residential Investment Corp.

Real Estate
Q2 2022 Filed on Aug 12, 2022
13,445
$8.25 - $11.74 $111K - $158K
PRU
Prudential Financial Inc

Financial Services
Q2 2022 Filed on Aug 12, 2022
4,222
$91.33 - $121.06 $386K - $511K
HNDL
Strategy Shs

ETFs
Q2 2022 Filed on Aug 12, 2022
14,365
$19.94 - $24.21 $286K - $348K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
Q2 2022 Filed on Aug 12, 2022
29,160
$19.53 - $23.78 $569K - $693K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
4,188
$51.05 - $61.81 $214K - $259K
WFIG
Wisdomtree U.S. Corporate Bond

ETFs
Q2 2022 Filed on Aug 12, 2022
4,658
$44.26 - $49.46 $206K - $230K
NWN
Northwest Natural Holding CO

Utilities
Q2 2022 Filed on Aug 12, 2022
42,177
$47.27 - $55.72 $1.99M - $2.35M
FITB
Fifth Third Bancorp

Financial Services
Q2 2022 Filed on Aug 12, 2022
5,778
$33.25 - $41.8 $192K - $242K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Aug 12, 2022
3,373
$63.81 - $76.73 $215K - $259K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2022 Filed on Aug 12, 2022
5,321
$56.56 - $68.08 $301K - $362K
NTR
Nutrien Ltd.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
2,005
$78.95 - $114.5 $158K - $230K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
10,426
$5.84 - $20.02 $60.9K - $209K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2022 Filed on Aug 12, 2022
3,823
$46.42 - $92.45 $177K - $353K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q2 2022 Filed on Aug 12, 2022
10,900
$19.2 - $24.94 $209K - $272K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
Q2 2022 Filed on Aug 12, 2022
8,559
$22.27 - $24.14 $191K - $207K
BSX
Boston Scientific Corp

Healthcare
Q2 2022 Filed on Aug 12, 2022
4,803
$35.24 - $47.1 $169K - $226K
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
12,485
$48.28 - $60.23 $603K - $752K
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,603
$64.68 - $79.93 $168K - $208K
IVZ
Invesco Ltd.

Financial Services
Q2 2022 Filed on Aug 12, 2022
11,688
$15.93 - $23.31 $186K - $272K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q2 2022 Filed on Aug 12, 2022
6,148
$49.92 - $55.16 $307K - $339K
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
2,016
$134.91 - $172.49 $272K - $348K
EQAL
Invesco ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
6,363
$38.38 - $47.14 $244K - $300K
BPOP
Popular, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
4,080
$74.83 - $83.56 $305K - $341K
POR
Portland General Electric CO

Utilities
Q2 2022 Filed on Aug 12, 2022
38,219
$45.4 - $56.97 $1.74M - $2.18M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q2 2022 Filed on Aug 12, 2022
14,805
$32.66 - $40.41 $484K - $598K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 12, 2022
5,171
$42.05 - $47.77 $217K - $247K
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Aug 12, 2022
47,282
$25.36 - $30.58 $1.2M - $1.45M
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q2 2022 Filed on Aug 12, 2022
2,816
$79.4 - $116.36 $224K - $328K
IGHG
Proshares Investment Grade Int

ETFs
Q2 2022 Filed on Aug 12, 2022
9,220
$69.12 - $73.1 $637K - $674K
IWL
Ishares Tr Russell 200 ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,565
$86.81 - $109.4 $223K - $281K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
Q2 2022 Filed on Aug 12, 2022
7,353
$37.11 - $45.74 $273K - $336K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
8,026
$49.59 - $64.4 $398K - $517K
BEPC
Brookfield Renewable Corp

Utilities
Q2 2022 Filed on Aug 12, 2022
5,307
$33.9 - $43.53 $180K - $231K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
Q2 2022 Filed on Aug 12, 2022
13,771
$23.2 - $29.93 $319K - $412K
Hive Blockchain Technlgies L
Q2 2022 Filed on Aug 12, 2022
113,415
N/A
HOOK
Hookipa Pharma Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
10,000
$1.33 - $2.31 $13.3K - $23.1K
MP
Mp Materials Corp.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
4,695
$32.08 - $58.26 $151K - $274K
SHEL
Shell PLC

Energy
Q2 2022 Filed on Aug 12, 2022
15,560
$24.75 - $30.77 $385K - $479K
UPWK
Upwork, Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
8,895
$15.68 - $24.75 $139K - $220K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
549
$280.61 - $420.45 $154K - $231K
X
United States Steel Corp

Basic Materials
Q2 2022 Filed on Aug 12, 2022
37,219
$17.91 - $37.83 $667K - $1.41M
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
1,427
$177.06 - $208.31 $253K - $297K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
3,349
$42.19 - $68.38 $141K - $229K
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