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
Bristol Myers Squibb CO
Q2 2022 Filed on Aug 12, 2022
97
N/A
APPN
Appian Corp

Technology
Q2 2022 Filed on Aug 12, 2022
4,246
$39.46 - $64.98 $168K - $276K
COF
Capital One Financial Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,553
$102.11 - $141.85 $261K - $362K
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
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Aug 12, 2022
3,459
$83.88 - $102.77 $290K - $355K
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
2,118
$121.73 - $138.59 $258K - $294K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Aug 12, 2022
11,555
$32.71 - $40.34 $378K - $466K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
15,391
$5.71 - $6.69 $87.9K - $103K
FEP
First Trust Europe Alphadex Fu

ETFs
Q2 2022 Filed on Aug 12, 2022
11,784
$31.32 - $39.07 $369K - $460K
Invesco Actively Managed ETF
Q2 2022 Filed on Aug 12, 2022
14,423
N/A
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2022 Filed on Aug 12, 2022
11,762
$60.91 - $76.4 $716K - $899K
SAR
Saratoga Investment Corp.

Financial Services
Q2 2022 Filed on Aug 12, 2022
8,808
$22.7 - $28.26 $200K - $249K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q2 2022 Filed on Aug 12, 2022
10,699
$46.81 - $48.49 $501K - $519K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Aug 12, 2022
15,056
$37.88 - $48.01 $570K - $723K
Etfis Ser Tr I
Q2 2022 Filed on Aug 12, 2022
8,455
N/A
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2022 Filed on Aug 12, 2022
11,825
$25.56 - $29.71 $302K - $351K
CLF
Cleveland Cliffs Inc.

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

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,769
$72.8 - $90.06 $202K - $249K
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
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 11, 2022
13,156
N/A
BIIB
Biogen Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
903
$193.77 - $244.14 $175K - $220K
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
6,098
$59.85 - $67.53 $365K - $412K
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q1 2022 Filed on May 11, 2022
8,928
$33.24 - $36.07 $297K - $322K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
5,999
$50.85 - $74.31 $305K - $446K
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on May 11, 2022
3,846
$60.17 - $80.38 $231K - $309K
LMND
Lemonade, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
5,784
$17.3 - $42.27 $100K - $244K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2022 Filed on May 11, 2022
12,351
$26.57 - $43.62 $328K - $539K
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
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
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 11, 2022
2,551
$71.98 - $86.95 $184K - $222K
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on May 11, 2022
2,304
$94.3 - $106.34 $217K - $245K
DHT
Dht Holdings, Inc.

Energy
Q1 2022 Filed on May 11, 2022
258,142
$4.77 - $6.29 $1.23M - $1.62M
AIF
Apollo Tactical Income Fund Inc.

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

Utilities
Q1 2022 Filed on May 11, 2022
7,204
$44.72 - $49.5 $322K - $357K
G
Genpact LTD

Technology
Q1 2022 Filed on May 11, 2022
10,250
$40.76 - $53.57 $418K - $549K
First Tr Exchange Traded Fd
Q1 2022 Filed on May 11, 2022
5,818
N/A
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
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q1 2022 Filed on May 11, 2022
24,430
$10.92 - $13.62 $267K - $333K
WFH
Direxion Shs ETF Tr Work From

Technology
Q1 2022 Filed on May 11, 2022
6,217
$55.63 - $74.15 $346K - $461K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on May 11, 2022
2,552
$95.18 - $121.69 $243K - $311K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on May 11, 2022
2,463
$56.84 - $89.45 $140K - $220K
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
PW
Power Reit

Real Estate
Q1 2022 Filed on May 11, 2022
11,472
$36.5 - $80.05 $419K - $918K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
Q1 2022 Filed on May 11, 2022
872
$18.68 - $20.01 $16.3K - $17.4K
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email