Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
APPN
Appian Corp

Technology
Q2 2022 Filed on Aug 12, 2022
4,246
$39.46 - $64.98 $168K - $276K
AB
Alliancebernstein Holding L.P.

Financial Services
Q2 2022 Filed on Aug 12, 2022
5,733
$36.55 - $47.99 $210K - $275K
AGNC
Agnc Investment Corp.

Real Estate
Q2 2022 Filed on Aug 12, 2022
18,230
$10.03 - $13.17 $183K - $240K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
Q2 2022 Filed on Aug 12, 2022
13,771
$23.2 - $29.93 $319K - $412K
BEPC
Brookfield Renewable Corp

Utilities
Q2 2022 Filed on Aug 12, 2022
5,307
$33.9 - $43.53 $180K - $231K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2022 Filed on Aug 12, 2022
5,321
$56.56 - $68.08 $301K - $362K
SAR
Saratoga Investment Corp.

Financial Services
Q2 2022 Filed on Aug 12, 2022
8,808
$22.7 - $28.26 $200K - $249K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2022 Filed on Aug 12, 2022
11,762
$60.91 - $76.4 $716K - $899K
FEP
First Trust Europe Alphadex Fu

ETFs
Q2 2022 Filed on Aug 12, 2022
11,784
$31.32 - $39.07 $369K - $460K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q2 2022 Filed on Aug 12, 2022
10,699
$46.81 - $48.49 $501K - $519K
Invesco Actively Managed ETF
Q2 2022 Filed on Aug 12, 2022
14,423
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Aug 12, 2022
15,056
$37.88 - $48.01 $570K - $723K
CMA
Comerica Inc

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,769
$72.8 - $90.06 $202K - $249K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
6,715
$15.37 - $32.54 $103K - $219K
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
2,016
$134.91 - $172.49 $272K - $348K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2022 Filed on Aug 12, 2022
11,825
$25.56 - $29.71 $302K - $351K
Etfis Ser Tr I
Q2 2022 Filed on Aug 12, 2022
8,455
N/A
ON
On Semiconductor Corp

Technology
Q2 2022 Filed on Aug 12, 2022
8,596
$50.31 - $66.01 $432K - $567K
OPTT
Ocean Power Technologies, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
3,768
$1.02 - $1.65 $3.84K - $6.22K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
5,999
$50.85 - $74.31 $305K - $446K
NTNX
Nutanix, Inc.

Technology
Q1 2022 Filed on May 11, 2022
8,829
$22.14 - $31.63 $195K - $279K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
2,164
$3.01 - $14.06 $6.51K - $30.4K
G
Genpact LTD

Technology
Q1 2022 Filed on May 11, 2022
10,250
$40.76 - $53.57 $418K - $549K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
17,587
$32.09 - $47.76 $564K - $840K
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
6,098
$59.85 - $67.53 $365K - $412K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on May 11, 2022
2,552
$95.18 - $121.69 $243K - $311K
WFH
Direxion Shs ETF Tr Work From

Technology
Q1 2022 Filed on May 11, 2022
6,217
$55.63 - $74.15 $346K - $461K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2022 Filed on May 11, 2022
12,351
$26.57 - $43.62 $328K - $539K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2022 Filed on May 11, 2022
11,500
$24.8 - $27.06 $285K - $311K
IWC
Russell Micro Cap ETF

ETFs
Q1 2022 Filed on May 11, 2022
2,481
$119.81 - $142.34 $297K - $353K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
3,007
$42.94 - $78.29 $129K - $235K
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
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on May 11, 2022
2,304
$94.3 - $106.34 $217K - $245K
HERO
Global X Fds Video Games & Esp

ETFs
Q1 2022 Filed on May 11, 2022
32,766
$22.78 - $28.45 $746K - $932K
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
First Tr Exchange Traded Fd
Q1 2022 Filed on May 11, 2022
5,818
N/A
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on May 11, 2022
3,846
$60.17 - $80.38 $231K - $309K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on May 11, 2022
2,463
$56.84 - $89.45 $140K - $220K
AIF
Apollo Tactical Income Fund Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
12,383
$13.91 - $15.91 $172K - $197K
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
LMND
Lemonade, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
5,784
$17.3 - $42.27 $100K - $244K
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 11, 2022
2,551
$71.98 - $86.95 $184K - $222K
IQI
Invesco Quality Municipal Income Trust

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

Healthcare
Q1 2022 Filed on May 11, 2022
903
$193.77 - $244.14 $175K - $220K
FTS
Fortis Inc.

Utilities
Q1 2022 Filed on May 11, 2022
7,204
$44.72 - $49.5 $322K - $357K
CTRA
Coterra Energy Inc.

Energy
Q1 2022 Filed on May 11, 2022
10,640
$19.33 - $28.91 $206K - $308K
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2022 Filed on May 11, 2022
732
$99.09 - $118.88 $72.5K - $87K
RVP
Retractable Technologies Inc

Healthcare
Q1 2022 Filed on May 11, 2022
16,492
$4.3 - $7.26 $70.9K - $120K
PW
Power Reit

Real Estate
Q1 2022 Filed on May 11, 2022
11,472
$36.5 - $80.05 $419K - $918K
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