Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NTR
Nutrien Ltd.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
2,005
$78.95 - $114.5 $158K - $230K
Etfis Ser Tr I
Q2 2022 Filed on Aug 12, 2022
8,455
N/A
MP
Mp Materials Corp.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
4,695
$32.08 - $58.26 $151K - $274K
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
2,016
$134.91 - $172.49 $272K - $348K
AGNC
Agnc Investment Corp.

Real Estate
Q2 2022 Filed on Aug 12, 2022
18,230
$10.03 - $13.17 $183K - $240K
PRU
Prudential Financial Inc

Financial Services
Q2 2022 Filed on Aug 12, 2022
4,222
$91.33 - $121.06 $386K - $511K
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Aug 12, 2022
47,282
$25.36 - $30.58 $1.2M - $1.45M
POR
Portland General Electric CO

Utilities
Q2 2022 Filed on Aug 12, 2022
38,219
$45.4 - $56.97 $1.74M - $2.18M
BPOP
Popular, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
4,080
$74.83 - $83.56 $305K - $341K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
549
$280.61 - $420.45 $154K - $231K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
Q2 2022 Filed on Aug 12, 2022
7,353
$37.11 - $45.74 $273K - $336K
SHEL
Shell PLC

Energy
Q2 2022 Filed on Aug 12, 2022
15,560
$24.75 - $30.77 $385K - $479K
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
2,118
$121.73 - $138.59 $258K - $294K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q2 2022 Filed on Aug 12, 2022
6,148
$49.92 - $55.16 $307K - $339K
IWL
Ishares Tr Russell 200 ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,565
$86.81 - $109.4 $223K - $281K
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
12,485
$48.28 - $60.23 $603K - $752K
SAR
Saratoga Investment Corp.

Financial Services
Q2 2022 Filed on Aug 12, 2022
8,808
$22.7 - $28.26 $200K - $249K
X
United States Steel Corp

Basic Materials
Q2 2022 Filed on Aug 12, 2022
37,219
$17.91 - $37.83 $667K - $1.41M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q2 2022 Filed on Aug 12, 2022
13,662
$26.66 - $39.25 $364K - $536K
WFIG
Wisdomtree U.S. Corporate Bond

ETFs
Q2 2022 Filed on Aug 12, 2022
4,658
$44.26 - $49.46 $206K - $230K
Xilinx Inc
Q1 2022 Filed on May 11, 2022
10,905
N/A
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 11, 2022
2,551
$71.98 - $86.95 $184K - $222K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q1 2022 Filed on May 11, 2022
44,020
$25.22 - $25.66 $1.11M - $1.13M
G
Genpact LTD

Technology
Q1 2022 Filed on May 11, 2022
10,250
$40.76 - $53.57 $418K - $549K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,497
$66.88 - $96.26 $167K - $240K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 11, 2022
40,082
$44.04 - $57.61 $1.77M - $2.31M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2022 Filed on May 11, 2022
16,561
$89.45 - $106.35 $1.48M - $1.76M
FTS
Fortis Inc.

Utilities
Q1 2022 Filed on May 11, 2022
7,204
$44.72 - $49.5 $322K - $357K
WFH
Direxion Shs ETF Tr Work From

Technology
Q1 2022 Filed on May 11, 2022
6,217
$55.63 - $74.15 $346K - $461K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q1 2022 Filed on May 11, 2022
24,430
$10.92 - $13.62 $267K - $333K
DHT
Dht Holdings, Inc.

Energy
Q1 2022 Filed on May 11, 2022
258,142
$4.77 - $6.29 $1.23M - $1.62M
HERO
Global X Fds Video Games & Esp

ETFs
Q1 2022 Filed on May 11, 2022
32,766
$22.78 - $28.45 $746K - $932K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
Q1 2022 Filed on May 11, 2022
57,021
$29.48 - $35.94 $1.68M - $2.05M
BIIB
Biogen Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
903
$193.77 - $244.14 $175K - $220K
AMN
Amn Healthcare Services Inc

Healthcare
Q1 2022 Filed on May 11, 2022
1,645
$91.96 - $120.8 $151K - $199K
POST
Post Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
7,208
$63.81 - $77.09 $460K - $556K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2022 Filed on May 11, 2022
11,500
$24.8 - $27.06 $285K - $311K
AIF
Apollo Tactical Income Fund Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
12,383
$13.91 - $15.91 $172K - $197K
SUN
Sunoco LP

Energy
Q1 2022 Filed on May 11, 2022
11,808
$40.02 - $46.7 $473K - $551K
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on May 11, 2022
2,304
$94.3 - $106.34 $217K - $245K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2022 Filed on May 11, 2022
2,153
$89.69 - $98.7 $193K - $213K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
17,587
$32.09 - $47.76 $564K - $840K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,823
$113.3 - $137.26 $207K - $250K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2022 Filed on May 11, 2022
12,351
$26.57 - $43.62 $328K - $539K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on May 11, 2022
2,552
$95.18 - $121.69 $243K - $311K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
5,999
$50.85 - $74.31 $305K - $446K
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q1 2022 Filed on May 11, 2022
8,928
$33.24 - $36.07 $297K - $322K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q1 2022 Filed on May 11, 2022
85,577
$34.17 - $37.54 $2.92M - $3.21M
CTRA
Coterra Energy Inc.

Energy
Q1 2022 Filed on May 11, 2022
10,640
$19.33 - $28.91 $206K - $308K
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