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
EVBN
Evans Bancorp Inc

Financial Services
Q1 2022 Filed on May 11, 2022
1,421
$38.0 - $43.97 $54K - $62.5K
BYRN
Byrna Technologies Inc.

Industrials
Q1 2022 Filed on May 11, 2022
11,967
$8.13 - $13.59 $97.3K - $163K
BLCN
Siren ETF Tr
Q1 2022 Filed on May 11, 2022
12,237
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q1 2022 Filed on May 11, 2022
2,153
$89.69 - $98.7 $193K - $213K
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
POST
Post Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
7,208
$63.81 - $77.09 $460K - $556K
RCII
Rent A Center Inc De

Industrials
Q1 2022 Filed on May 11, 2022
4,572
$25.19 - $49.42 $115K - $226K
RVP
Retractable Technologies Inc

Healthcare
Q1 2022 Filed on May 11, 2022
16,492
$4.3 - $7.26 $70.9K - $120K
Santander Consumer Usa Hldgs
Q1 2022 Filed on May 11, 2022
7,389
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,823
$113.3 - $137.26 $207K - $250K
Xilinx Inc
Q1 2022 Filed on May 11, 2022
10,905
N/A
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,497
$66.88 - $96.26 $167K - $240K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
4,510
$33.54 - $51.05 $151K - $230K
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on May 11, 2022
10,311
$21.59 - $43.87 $223K - $452K
THC
Tenet Healthcare Corp

Healthcare
Q1 2022 Filed on May 11, 2022
7,645
$70.0 - $91.2 $535K - $697K
TASK
Task Us, Inc.

Technology
Q1 2022 Filed on May 11, 2022
5,985
$26.75 - $54.42 $160K - $326K
SUN
Sunoco LP

Energy
Q1 2022 Filed on May 11, 2022
11,808
$40.02 - $46.7 $473K - $551K
BARK
Bark, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
10,140
$2.72 - $4.6 $27.6K - $46.6K
Mcafee Corp
Q1 2022 Filed on May 11, 2022
16,505
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 11, 2022
17,184
$44.64 - $55.71 $767K - $957K
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
Proshares Tr
Q1 2022 Filed on May 11, 2022
12,513
N/A
OPTT
Ocean Power Technologies, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
3,768
$1.02 - $1.65 $3.84K - $6.22K
AMN
Amn Healthcare Services Inc

Healthcare
Q1 2022 Filed on May 11, 2022
1,645
$91.96 - $120.8 $151K - $199K
NTNX
Nutanix, Inc.

Technology
Q1 2022 Filed on May 11, 2022
8,829
$22.14 - $31.63 $195K - $279K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on May 11, 2022
7,160
$33.58 - $51.3 $240K - $367K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 11, 2022
966
$153.19 - $251.05 $148K - $243K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
17,587
$32.09 - $47.76 $564K - $840K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,753
$133.4 - $156.87 $234K - $275K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
2,164
$3.01 - $14.06 $6.51K - $30.4K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q4 2021 Filed on Feb 14, 2022
38,972
$121.72 - $138.38 $4.74M - $5.39M
AG
First Majestic Silver Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
35
$10.35 - $13.94 $362 - $488
CODI
Compass Diversified Holdings

Industrials
Q4 2021 Filed on Feb 14, 2022
3,814
$28.02 - $32.83 $107K - $125K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
3,443
$19.52 - $21.06 $67.2K - $72.5K
Draftkings Inc
Q4 2021 Filed on Feb 14, 2022
6,941
N/A
Yandex N V
Q4 2021 Filed on Feb 14, 2022
25,760
N/A
FDT
First Trust Developed Markets

ETFs
Q4 2021 Filed on Feb 14, 2022
3,389
$58.75 - $62.74 $199K - $213K
SOR
Source Capital Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
12,844
$41.54 - $46.71 $534K - $600K
CLIX
Proshares Tr Long Online/Short

ETFs
Q4 2021 Filed on Feb 14, 2022
17,312
$54.73 - $71.55 $947K - $1.24M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
1,224
$263.97 - $305.94 $323K - $374K
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
9,974
N/A
Janus Detroit Str Tr
Q4 2021 Filed on Feb 14, 2022
39,107
N/A
MBII
Marrone Bio Innovations Inc

Basic Materials
Q4 2021 Filed on Feb 14, 2022
72,145
$0.65 - $0.97 $46.9K - $70K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Feb 14, 2022
8,252
$35.92 - $42.41 $296K - $350K
PETS
Petmed Express Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
25,825
$25.26 - $32.0 $652K - $826K
NRP
Natural Resource Partners LP

Energy
Q4 2021 Filed on Feb 14, 2022
9,029
$24.82 - $34.69 $224K - $313K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 14, 2022
6,144
$66.4 - $67.68 $408K - $416K
GIGB
Goldman Sachs ETF Access Invt
Q4 2021 Filed on Feb 14, 2022
6,429
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
5,852
$63.71 - $80.59 $373K - $472K
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