Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q3 2020 Filed on Nov 04, 2020
8,839
$22.85 - $23.86 $202K - $211K
AA
Alcoa Corp

Basic Materials
Q3 2020 Filed on Nov 04, 2020
16,228
$10.52 - $15.57 $171K - $253K
Valaris PLC
Q3 2020 Filed on Nov 04, 2020
10,090
N/A
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q3 2020 Filed on Nov 04, 2020
19,700
$20.85 - $32.07 $411K - $632K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2020 Filed on Nov 04, 2020
11,122
$60.96 - $69.4 $678K - $772K
MRO
Marathon Oil Corp

Energy
Q3 2020 Filed on Nov 04, 2020
25,671
$4.09 - $6.12 $105K - $157K
Invesco Exch Trd Slf Idx Fd
Q3 2020 Filed on Nov 04, 2020
12,038
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2020 Filed on Nov 04, 2020
9,098
$24.69 - $27.81 $225K - $253K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q3 2020 Filed on Nov 04, 2020
12,625
$45.9 - $52.31 $579K - $660K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
18,422
$21.11 - $22.91 $389K - $422K
CNC
Centene Corp

Healthcare
Q3 2020 Filed on Nov 04, 2020
4,404
$54.3 - $67.74 $239K - $298K
Lattice Strategies Tr
Q3 2020 Filed on Nov 04, 2020
8,100
N/A
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
11,192
$25.07 - $27.41 $281K - $307K
Indexiq ETF Tr
Q3 2020 Filed on Nov 04, 2020
11,414
N/A
HAL
Halliburton CO

Energy
Q3 2020 Filed on Nov 04, 2020
20,527
$11.78 - $16.71 $242K - $343K
HYHG
Proshares High Yield Interest

ETFs
Q3 2020 Filed on Nov 04, 2020
6,027
$57.83 - $60.85 $349K - $367K
Zynga Inc
Q3 2020 Filed on Nov 04, 2020
12,581
N/A
EIRL
Ishares Tr Msci Ireland ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
2,089
$37.97 - $42.84 $79.3K - $89.5K
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
2,628
N/A
IDV
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
8,912
$21.21 - $27.95 $189K - $249K
Tortoise Midstrm Energy Fd I
Q2 2020 Filed on Aug 14, 2020
146,614
N/A
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
15,365
N/A
STEW
Boulder Growth & Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
14,056
$8.72 - $10.39 $123K - $146K
Proshares Tr Ii
Q2 2020 Filed on Aug 14, 2020
80,489
N/A
RFDI
First Trust ETF Iii Riverfront

ETFs
Q2 2020 Filed on Aug 14, 2020
15,904
$43.62 - $55.03 $694K - $875K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
Q2 2020 Filed on Aug 14, 2020
24,843
$22.13 - $25.05 $550K - $622K
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 14, 2020
79,572
N/A
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
9,091
N/A
Tpg Specialty Lending Inc
Q2 2020 Filed on Aug 14, 2020
32,245
N/A
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
11,715
$5.26 - $14.79 $61.6K - $173K
Proshares Tr
Q2 2020 Filed on Aug 14, 2020
11,700
N/A
Voya Nat Res Equity Income F
Q2 2020 Filed on Aug 14, 2020
19,100
N/A
DWPP
First Trust ETF Dorsey Wright

ETFs
Q2 2020 Filed on Aug 14, 2020
13,071
$25.27 - $25.45 $330K - $333K
Ishares Tr
Q1 2020 Filed on Apr 29, 2020
18,098
N/A
GVAL
Cambria Global Value ETF
Q1 2020 Filed on Apr 29, 2020
9,157
N/A
Nabriva Therapeutics PLC
Q1 2020 Filed on Apr 29, 2020
13,000
N/A
Ihs Markit LTD
Q1 2020 Filed on Apr 29, 2020
11,428
N/A
Aurora Cannabis Inc
Q1 2020 Filed on Apr 29, 2020
32,612
N/A
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2020 Filed on Apr 29, 2020
4,699
$42.17 - $63.99 $198K - $301K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q1 2020 Filed on Apr 29, 2020
5,219
$25.82 - $41.73 $135K - $218K
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
12,297
$9.27 - $18.41 $114K - $226K
JMIN
J P Morgan ETF Tr U S Minimum

ETFs
Q1 2020 Filed on Apr 29, 2020
6,950
N/A
Global X Fds
Q1 2020 Filed on Apr 29, 2020
15,003
N/A
NNN
National Retail Properties, Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
3,986
$26.4 - $58.65 $105K - $234K
Brookfield Property Reit Inc
Q1 2020 Filed on Apr 29, 2020
10,830
N/A
Jason Inds Inc
Q1 2020 Filed on Apr 29, 2020
71,460
N/A
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 29, 2020
3,547
N/A
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
Q1 2020 Filed on Apr 29, 2020
19,946
$19.55 - $27.7 $390K - $553K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
2,200
$48.35 - $118.68 $106K - $261K
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email