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
CDW
Cdw Corp

Technology
Q2 2021 Filed on Aug 03, 2021
1,273
$163.48 - $184.01 $208K - $234K
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
PDCE
Pdc Energy, Inc.

Energy
Q2 2021 Filed on Aug 03, 2021
212
$33.1 - $49.35 $7.02K - $10.5K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
2,727
$61.84 - $78.24 $169K - $213K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
552
$507.82 - $566.21 $280K - $313K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2021 Filed on Aug 03, 2021
4,352
$50.97 - $54.49 $222K - $237K
GSAT
Globalstar, Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
11,400
$0.87 - $1.88 $9.92K - $21.4K
J
Jacobs Engineering Group Inc

Industrials
Q2 2021 Filed on Aug 03, 2021
1,759
$129.68 - $143.4 $228K - $252K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2021 Filed on Aug 03, 2021
2,440
$109.81 - $121.27 $268K - $296K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 03, 2021
16,961
N/A
DHR
Danaher Corp

Healthcare
Q2 2021 Filed on Aug 03, 2021
2,004
$225.08 - $271.69 $451K - $544K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2021 Filed on Aug 03, 2021
101,608
$77.63 - $85.55 $7.89M - $8.69M
Ishares Gold Tr
Q2 2021 Filed on Aug 03, 2021
70,242
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
14,658
$22.11 - $22.26 $324K - $326K
APPH
App Harvest, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
8,631
$11.39 - $20.07 $98.3K - $173K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q2 2021 Filed on Aug 03, 2021
1,678
$95.46 - $103.25 $160K - $173K
ALGN
Align Technology Inc

Healthcare
Q2 2021 Filed on Aug 03, 2021
1,728
$545.05 - $621.76 $942K - $1.07M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
5,047
$51.69 - $55.66 $261K - $281K
CCL
Carnival Corp

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
9,084
$24.78 - $31.31 $225K - $284K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
9,406
$35.95 - $48.43 $338K - $456K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q2 2021 Filed on Aug 03, 2021
9,513
$35.39 - $40.24 $337K - $383K
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2021 Filed on Aug 03, 2021
1,314
$154.37 - $165.63 $203K - $218K
Peoples United Financial Inc
Q2 2021 Filed on Aug 03, 2021
11,950
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
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
1,406
$159.9 - $177.87 $225K - $250K
ISCG
Ishares Morningstar Small Cap

ETFs
Q2 2021 Filed on Aug 03, 2021
12,554
$47.38 - $52.6 $595K - $660K
ILMN
Illumina, Inc.

Healthcare
Q2 2021 Filed on Aug 03, 2021
2,453
$372.84 - $481.5 $915K - $1.18M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q2 2021 Filed on Aug 03, 2021
7,473
$85.68 - $95.51 $640K - $714K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q2 2021 Filed on Aug 03, 2021
7,948
$23.49 - $25.68 $187K - $204K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q2 2021 Filed on Aug 03, 2021
1,508
$62.13 - $66.67 $93.7K - $101K
SOCL
Global X Fds Global X Social M

ETFs
Q2 2021 Filed on Aug 03, 2021
31,600
$61.41 - $72.64 $1.94M - $2.3M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q2 2021 Filed on Aug 03, 2021
10,741
$62.47 - $69.22 $671K - $743K
PCEF
Invesco Cef Income Composite E

ETFs
Q2 2021 Filed on Aug 03, 2021
8,727
$23.34 - $24.66 $204K - $215K
FAN
First Tr Exchange Traded Fd Ii
Q2 2021 Filed on Aug 03, 2021
97,755
N/A
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q2 2021 Filed on Aug 03, 2021
12,366
$16.55 - $18.36 $205K - $227K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 10, 2021
8,752
$15.47 - $17.13 $135K - $150K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2021 Filed on May 10, 2021
6,174
$97.73 - $99.18 $603K - $612K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2021 Filed on May 10, 2021
8,570
$46.55 - $53.75 $399K - $461K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2021 Filed on May 10, 2021
3,341
$119.63 - $199.9 $400K - $668K
Novus Cap Corp
Q1 2021 Filed on May 10, 2021
12,430
N/A
WTFC
Wintrust Financial Corp

Financial Services
Q1 2021 Filed on May 10, 2021
9,072
$60.19 - $84.03 $546K - $762K
NAVI
Navient Corp

Financial Services
Q1 2021 Filed on May 10, 2021
11,560
$9.97 - $14.34 $115K - $166K
Gw Pharmaceuticals PLC
Q1 2021 Filed on May 10, 2021
2,242
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2021 Filed on May 10, 2021
3,772
$81.15 - $121.94 $306K - $460K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
20,803
$22.4 - $33.13 $466K - $689K
FUTU
Futu Holdings LTD

Financial Services
Q1 2021 Filed on May 10, 2021
4,590
$48.94 - $191.0 $225K - $877K
Direxion Shs ETF Tr
Q1 2021 Filed on May 10, 2021
93,845
N/A
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
Q1 2021 Filed on May 10, 2021
19,892
$21.66 - $23.41 $431K - $466K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
Q1 2021 Filed on May 10, 2021
11,941
$28.77 - $31.62 $344K - $378K
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