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
Yandex N V
Q4 2021 Filed on Feb 14, 2022
25,760
N/A
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Feb 14, 2022
8,252
$35.92 - $42.41 $296K - $350K
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
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q4 2021 Filed on Feb 14, 2022
172,070
$15.75 - $18.12 $2.71M - $3.12M
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 14, 2022
6,144
$66.4 - $67.68 $408K - $416K
NRP
Natural Resource Partners LP

Energy
Q4 2021 Filed on Feb 14, 2022
9,029
$24.82 - $34.69 $224K - $313K
SLM
Slm Corp

Financial Services
Q3 2021 Filed on Nov 04, 2021
2,721
$17.31 - $20.99 $47.1K - $57.1K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 04, 2021
5,423
$21.78 - $40.45 $118K - $219K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
5,639
$26.45 - $37.81 $149K - $213K
RPM
Rpm International Inc

Basic Materials
Q3 2021 Filed on Nov 04, 2021
5,205
$77.65 - $90.89 $404K - $473K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q3 2021 Filed on Nov 04, 2021
4,125
$44.8 - $53.98 $185K - $223K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2021 Filed on Nov 04, 2021
3,025
$110.2 - $156.64 $333K - $474K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
3,862
$83.54 - $91.9 $323K - $355K
General Electric CO
Q3 2021 Filed on Nov 04, 2021
162,856
N/A
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q3 2021 Filed on Nov 04, 2021
9,463
$20.66 - $35.4 $196K - $335K
TTWO
Take Two Interactive Software Inc

Communication Services
Q3 2021 Filed on Nov 04, 2021
2,510
$145.25 - $178.97 $365K - $449K
VIXY
Proshares Tr Ii Vix Short Term

ETFs
Q3 2021 Filed on Nov 04, 2021
6,713
$100.5 - $142.8 $675K - $959K
VFH
Vanguard Financial ETF

ETFs
Q3 2021 Filed on Nov 04, 2021
2,488
$86.32 - $96.09 $215K - $239K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
Q3 2021 Filed on Nov 04, 2021
31,240
$21.76 - $22.32 $680K - $697K
NEWP
New Pacific Metals Corp

Basic Materials
Q3 2021 Filed on Nov 04, 2021
10,500
$2.96 - $4.96 $31.1K - $52.1K
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
16,425
$45.66 - $63.33 $750K - $1.04M
CNXC
Concentrix Corp

Technology
Q3 2021 Filed on Nov 04, 2021
3,519
$155.75 - $178.79 $548K - $629K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
1,375
$53.54 - $58.46 $73.6K - $80.4K
CODX
Co Diagnostics, Inc.

Healthcare
Q3 2021 Filed on Nov 04, 2021
9,407
$7.48 - $11.38 $70.4K - $107K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q3 2021 Filed on Nov 04, 2021
25,859
$28.75 - $31.92 $743K - $825K
HUBS
Hubspot Inc

Technology
Q3 2021 Filed on Nov 04, 2021
456
$550.72 - $734.28 $251K - $335K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 04, 2021
4,217
$118.69 - $138.49 $501K - $584K
BEKE
Ke Holdings Inc.

Real Estate
Q3 2021 Filed on Nov 04, 2021
3,520
$15.64 - $46.95 $55.1K - $165K
EIX
Edison International

Utilities
Q3 2021 Filed on Nov 04, 2021
3,886
$54.5 - $59.53 $212K - $231K
PPG
Ppg Industries Inc

Basic Materials
Q3 2021 Filed on Nov 04, 2021
2,265
$143.01 - $172.3 $324K - $390K
MYY
Proshares Short S&P Midcap400

ETFs
Q3 2021 Filed on Nov 04, 2021
95,191
$23.63 - $25.61 $2.25M - $2.44M
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
23,158
$48.18 - $59.11 $1.12M - $1.37M
VAL
Valaris LTD

Energy
Q3 2021 Filed on Nov 04, 2021
429
$24.08 - $34.9 $10.3K - $15K
Ashford Hospitality Tr Inc
Q3 2021 Filed on Nov 04, 2021
39,319
N/A
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2021 Filed on Nov 04, 2021
1
$410450.0 - $438160.0 $410K - $438K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 04, 2021
3,615
$77.73 - $85.84 $281K - $310K
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q3 2021 Filed on Nov 04, 2021
6,034
$32.27 - $36.84 $195K - $222K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
2,727
$61.84 - $78.24 $169K - $213K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q2 2021 Filed on Aug 03, 2021
7,473
$85.68 - $95.51 $640K - $714K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
552
$507.82 - $566.21 $280K - $313K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q2 2021 Filed on Aug 03, 2021
3,264
$14.46 - $25.62 $47.2K - $83.6K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2021 Filed on Aug 03, 2021
4,352
$50.97 - $54.49 $222K - $237K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 03, 2021
16,961
N/A
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q2 2021 Filed on Aug 03, 2021
9,859
$13.74 - $14.97 $135K - $148K
GSAT
Globalstar, Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
11,400
$0.87 - $1.88 $9.92K - $21.4K
JBLU
Jetblue Airways Corp

Industrials
Q2 2021 Filed on Aug 03, 2021
7,497
$16.71 - $21.25 $125K - $159K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
4,423
$179.3 - $226.77 $793K - $1M
DHR
Danaher Corp

Healthcare
Q2 2021 Filed on Aug 03, 2021
2,004
$225.08 - $271.69 $451K - $544K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
Q2 2021 Filed on Aug 03, 2021
27,405
$17.85 - $21.29 $489K - $583K
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