Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARLO
Arlo Technologies, Inc.

Industrials
Q1 2021 Filed on May 10, 2021
51,136
$6.2 - $10.18 $317K - $521K
Novus Cap Corp
Q1 2021 Filed on May 10, 2021
12,430
N/A
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2021 Filed on May 10, 2021
8,570
$46.55 - $53.75 $399K - $461K
FATE
Fate Therapeutics Inc

Healthcare
Q1 2021 Filed on May 10, 2021
2,200
$72.16 - $117.4 $159K - $258K
WEX
Wex Inc.

Technology
Q1 2021 Filed on May 10, 2021
2,450
$187.22 - $230.0 $459K - $564K
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
Eaton Vance Fltg Rate Incom
Q1 2021 Filed on May 10, 2021
10,175
N/A
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
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
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2021 Filed on May 10, 2021
2,771
$81.26 - $92.2 $225K - $255K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2021 Filed on May 10, 2021
12,025
$30.52 - $35.49 $367K - $427K
IQ
I Qiyi, Inc.

Communication Services
Q1 2021 Filed on May 10, 2021
10,055
$16.55 - $28.91 $166K - $291K
NAVI
Navient Corp

Financial Services
Q1 2021 Filed on May 10, 2021
11,560
$9.97 - $14.34 $115K - $166K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q1 2021 Filed on May 10, 2021
83,692
$3.97 - $4.56 $332K - $382K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 10, 2021
8,752
$15.47 - $17.13 $135K - $150K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
10,927
$14.77 - $20.19 $161K - $221K
FUTU
Futu Holdings LTD

Financial Services
Q1 2021 Filed on May 10, 2021
4,590
$48.94 - $191.0 $225K - $877K
SRE
Sempra Energy

Utilities
Q1 2021 Filed on May 10, 2021
2,004
$115.98 - $132.58 $232K - $266K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
Q1 2021 Filed on May 10, 2021
11,941
$28.77 - $31.62 $344K - $378K
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
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
Q1 2021 Filed on May 10, 2021
19,892
$21.66 - $23.41 $431K - $466K
ILCG
Ishares Morningstar Growth ETF
Q4 2020 Filed on Feb 12, 2021
999
N/A
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
12,317
$26.37 - $35.37 $325K - $436K
AZN
Astrazeneca PLC

Healthcare
Q4 2020 Filed on Feb 12, 2021
3,807
$48.52 - $58.02 $185K - $221K
Wisdomtree Continuous Commod
Q4 2020 Filed on Feb 12, 2021
171,364
N/A
Bristol Myers Squibb CO
Q4 2020 Filed on Feb 12, 2021
69,012
N/A
WTRH
Waitr Holdings Inc.

Technology
Q4 2020 Filed on Feb 12, 2021
12,400
$2.43 - $3.99 $30.1K - $49.5K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q4 2020 Filed on Feb 12, 2021
18,576
$5.54 - $7.62 $103K - $142K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2020 Filed on Feb 12, 2021
452,855
$55.56 - $56.23 $25.2M - $25.5M
NGL
Ngl Energy Partners LP

Energy
Q4 2020 Filed on Feb 12, 2021
13,685
$2.18 - $4.34 $29.8K - $59.4K
MNKD
Mannkind Corp

Healthcare
Q4 2020 Filed on Feb 12, 2021
10,300
$1.79 - $4.04 $18.4K - $41.6K
AGS
Play Ags, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 04, 2020
16,017
$2.99 - $4.36 $47.9K - $69.8K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q3 2020 Filed on Nov 04, 2020
8,839
$22.85 - $23.86 $202K - $211K
Lattice Strategies Tr
Q3 2020 Filed on Nov 04, 2020
8,100
N/A
Valaris PLC
Q3 2020 Filed on Nov 04, 2020
10,090
N/A
NHI
National Health Investors Inc

Real Estate
Q3 2020 Filed on Nov 04, 2020
17,255
$55.93 - $66.45 $965K - $1.15M
LTC
Ltc Properties Inc

Real Estate
Q3 2020 Filed on Nov 04, 2020
5,935
$33.4 - $38.97 $198K - $231K
HYHG
Proshares High Yield Interest

ETFs
Q3 2020 Filed on Nov 04, 2020
6,027
$57.83 - $60.85 $349K - $367K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q3 2020 Filed on Nov 04, 2020
19,700
$20.85 - $32.07 $411K - $632K
UCO
Pro Shares Trust Ii

ETFs
Q3 2020 Filed on Nov 04, 2020
7,101
$6.43 - $8.58 $45.7K - $60.9K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
4,919
$16.97 - $20.24 $83.5K - $99.6K
URI
United Rentals, Inc.

Industrials
Q3 2020 Filed on Nov 04, 2020
485
$143.66 - $184.58 $69.7K - $89.5K
Seattle Genetics Inc
Q3 2020 Filed on Nov 04, 2020
1,224
N/A
ROUS
Hartford Multifactor Us Equity

ETFs
Q3 2020 Filed on Nov 04, 2020
11,637
$29.51 - $33.19 $343K - $386K
ECL
Ecolab Inc.

Basic Materials
Q3 2020 Filed on Nov 04, 2020
1,323
$184.41 - $212.04 $244K - $281K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
5,163
$33.9 - $41.18 $175K - $213K
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Nov 04, 2020
41,550
N/A
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