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
CSQ Calamos Strategic Total Return Fund Financial Services	Q2 2021 Filed on Aug 03, 2021	12,366	$16.55 - $18.36 $205K - $227K
Ishares Gold Tr	Q2 2021 Filed on Aug 03, 2021	70,242	N/A
IMCG Ishare Morningstar Mid Cap Gro ETFs	Q2 2021 Filed on Aug 03, 2021	10,741	$62.47 - $69.22 $671K - $743K
IMCV Ishares Morningstar Mid Cap Va ETFs	Q2 2021 Filed on Aug 03, 2021	1,508	$62.13 - $66.67 $93.7K - $101K
WAB Westinghouse Air Brake Technologies Corp Industrials	Q2 2021 Filed on Aug 03, 2021	101,608	$77.63 - $85.55 $7.89M - $8.69M
ISCG Ishares Morningstar Small Cap ETFs	Q2 2021 Filed on Aug 03, 2021	12,554	$47.38 - $52.6 $595K - $660K
J Jacobs Engineering Group Inc Industrials	Q2 2021 Filed on Aug 03, 2021	1,759	$129.68 - $143.4 $228K - $252K
APPS Digital Turbine, Inc. Technology	Q2 2021 Filed on Aug 03, 2021	5,244	$56.77 - $88.67 $298K - $465K
PCG Pg&E Corp Utilities	Q2 2021 Filed on Aug 03, 2021	19,350	$9.92 - $11.87 $192K - $230K
DOMO Domo, Inc. Technology	Q2 2021 Filed on Aug 03, 2021	4,609	$55.15 - $83.12 $254K - $383K
SDOG Alps Sector Dividend Dogs ETF ETFs	Q2 2021 Filed on Aug 03, 2021	5,047	$51.69 - $55.66 $261K - $281K
Peoples United Financial Inc	Q2 2021 Filed on Aug 03, 2021	11,950	N/A
PDCE Pdc Energy, Inc. Energy	Q2 2021 Filed on Aug 03, 2021	212	$33.1 - $49.35 $7.02K - $10.5K
VKTX Viking Therapeutics, Inc. Healthcare	Q2 2021 Filed on Aug 03, 2021	16,500	$5.19 - $6.73 $85.6K - $111K
APPH App Harvest, Inc. Consumer Defensive	Q2 2021 Filed on Aug 03, 2021	8,631	$11.39 - $20.07 $98.3K - $173K
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	Q2 2021 Filed on Aug 03, 2021	14,658	$22.11 - $22.26 $324K - $326K
CDW Cdw Corp Technology	Q2 2021 Filed on Aug 03, 2021	1,273	$163.48 - $184.01 $208K - $234K
PCEF Invesco Cef Income Composite E ETFs	Q2 2021 Filed on Aug 03, 2021	8,727	$23.34 - $24.66 $204K - $215K
IVOG Vanguard S&P Mid Cap 400 Growt ETFs	Q2 2021 Filed on Aug 03, 2021	1,678	$95.46 - $103.25 $160K - $173K
UNG United States Natural Gas Fund, LP ETFs	Q2 2021 Filed on Aug 03, 2021	10,397	$9.06 - $13.08 $94.2K - $136K
ILMN Illumina, Inc. Healthcare	Q2 2021 Filed on Aug 03, 2021	2,453	$372.84 - $481.5 $915K - $1.18M
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
GCI Gannett Co., Inc. Communication Services	Q2 2021 Filed on Aug 03, 2021	18,000	$4.32 - $5.95 $77.8K - $107K
CHGG Chegg, Inc Consumer Defensive	Q2 2021 Filed on Aug 03, 2021	6,423	$72.78 - $95.97 $467K - $616K
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
CCL Carnival Corp Consumer Cyclical	Q2 2021 Filed on Aug 03, 2021	9,084	$24.78 - $31.31 $225K - $284K
ICE Intercontinental Exchange, Inc. Financial Services	Q2 2021 Filed on Aug 03, 2021	2,440	$109.81 - $121.27 $268K - $296K
AAXJ Ishares Msci All Country Asia ETFs	Q2 2021 Filed on Aug 03, 2021	2,703	$89.29 - $96.06 $241K - $260K
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
ILCB Ishares Morningstar U.S. Equit ETFs	Q2 2021 Filed on Aug 03, 2021	1,053	$56.68 - $60.74 $59.7K - $64K
EXPE Expedia Group, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 03, 2021	1,406	$159.9 - $177.87 $225K - $250K
ALGN Align Technology Inc Healthcare	Q2 2021 Filed on Aug 03, 2021	1,728	$545.05 - $621.76 $942K - $1.07M
FAN First Tr Exchange Traded Fd Ii	Q2 2021 Filed on Aug 03, 2021	97,755	N/A
CWH Camping World Holdings, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 03, 2021	9,406	$35.95 - $48.43 $338K - $456K
PPTY ETF Ser Solutions ETFs	Q1 2021 Filed on May 10, 2021	103,449	$28.0 - $32.49 $2.9M - $3.36M
VIDI Vident Intl Equity Fd ETFs	Q1 2021 Filed on May 10, 2021	62,903	$24.92 - $27.45 $1.57M - $1.73M
SIZE Ishares Msci Usa Size Factor E ETFs	Q1 2021 Filed on May 10, 2021	12,644	$109.42 - $121.99 $1.38M - $1.54M
FUTU Futu Holdings LTD Financial Services	Q1 2021 Filed on May 10, 2021	4,590	$48.94 - $191.0 $225K - $877K
FATE Fate Therapeutics Inc Healthcare	Q1 2021 Filed on May 10, 2021	2,200	$72.16 - $117.4 $159K - $258K
Direxion Shs ETF Tr	Q1 2021 Filed on May 10, 2021	93,845	N/A
Novus Cap Corp	Q1 2021 Filed on May 10, 2021	12,430	N/A
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
USRT Ishares Core U.S. Reit ETF ETFs	Q1 2021 Filed on May 10, 2021	8,570	$46.55 - $53.75 $399K - $461K
SRE Sempra Energy Utilities	Q1 2021 Filed on May 10, 2021	2,004	$115.98 - $132.58 $232K - $266K
IQ I Qiyi, Inc. Communication Services	Q1 2021 Filed on May 10, 2021	10,055	$16.55 - $28.91 $166K - $291K
ZUO Zuora Inc Technology	Q1 2021 Filed on May 10, 2021	10,750	$13.21 - $16.83 $142K - $181K
PID Invesco Exchange Traded Fd Tr ETFs	Q1 2021 Filed on May 10, 2021	8,752	$15.47 - $17.13 $135K - $150K
WEX Wex Inc. Technology	Q1 2021 Filed on May 10, 2021	2,450	$187.22 - $230.0 $459K - $564K
ARLO Arlo Technologies, Inc. Industrials	Q1 2021 Filed on May 10, 2021	51,136	$6.2 - $10.18 $317K - $521K

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