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
HAL
Halliburton CO

Energy
Q3 2020 Filed on Nov 04, 2020
20,527
$11.78 - $16.71 $242K - $343K
CNC
Centene Corp

Healthcare
Q3 2020 Filed on Nov 04, 2020
4,404
$54.3 - $67.74 $239K - $298K
GAA
Cambria Global Asset Allocatio

ETFs
Q3 2020 Filed on Nov 04, 2020
10,230
$25.57 - $27.11 $262K - $277K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q3 2020 Filed on Nov 04, 2020
8,839
$22.85 - $23.86 $202K - $211K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
11,192
$25.07 - $27.41 $281K - $307K
Lattice Strategies Tr
Q3 2020 Filed on Nov 04, 2020
8,100
N/A
Indexiq ETF Tr
Q3 2020 Filed on Nov 04, 2020
11,414
N/A
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
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
Q2 2020 Filed on Aug 14, 2020
24,843
$22.13 - $25.05 $550K - $622K
Tpg Specialty Lending Inc
Q2 2020 Filed on Aug 14, 2020
32,245
N/A
Proshares Tr
Q2 2020 Filed on Aug 14, 2020
11,700
N/A
STEW
Boulder Growth & Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
14,056
$8.72 - $10.39 $123K - $146K
Voya Nat Res Equity Income F
Q2 2020 Filed on Aug 14, 2020
19,100
N/A
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
2,628
N/A
RFDI
First Trust ETF Iii Riverfront

ETFs
Q2 2020 Filed on Aug 14, 2020
15,904
$43.62 - $55.03 $694K - $875K
Tortoise Midstrm Energy Fd I
Q2 2020 Filed on Aug 14, 2020
146,614
N/A
IDV
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
8,912
$21.21 - $27.95 $189K - $249K
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 14, 2020
79,572
N/A
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
11,715
$5.26 - $14.79 $61.6K - $173K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
15,365
N/A
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
9,091
N/A
DWPP
First Trust ETF Dorsey Wright

ETFs
Q2 2020 Filed on Aug 14, 2020
13,071
$25.27 - $25.45 $330K - $333K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on Apr 29, 2020
7,088
$9.69 - $47.26 $68.7K - $335K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2020 Filed on Apr 29, 2020
4,699
$42.17 - $63.99 $198K - $301K
GVAL
Cambria Global Value ETF
Q1 2020 Filed on Apr 29, 2020
9,157
N/A
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2020 Filed on Apr 29, 2020
5,356
$28.45 - $48.42 $152K - $259K
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 29, 2020
3,547
N/A
Global X Fds
Q1 2020 Filed on Apr 29, 2020
15,003
N/A
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
12,297
$9.27 - $18.41 $114K - $226K
Aurora Cannabis Inc
Q1 2020 Filed on Apr 29, 2020
32,612
N/A
FDD
First Trust Stoxx European Sel

ETFs
Q1 2020 Filed on Apr 29, 2020
12,259
$8.41 - $14.36 $103K - $176K
JMIN
J P Morgan ETF Tr U S Minimum

ETFs
Q1 2020 Filed on Apr 29, 2020
6,950
N/A
NNN
National Retail Properties, Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
3,986
$26.4 - $58.65 $105K - $234K
FEMB
First Tr ETF Emerging Markets

ETFs
Q1 2020 Filed on Apr 29, 2020
6,205
$29.82 - $39.33 $185K - $244K
FIBK
First Interstate Bancsystem Inc

Financial Services
Q1 2020 Filed on Apr 29, 2020
5,219
$25.82 - $41.73 $135K - $218K
NBSE
Neu Base Therapeutics, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
10,000
$4.77 - $8.23 $47.7K - $82.3K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
Q1 2020 Filed on Apr 29, 2020
19,946
$19.55 - $27.7 $390K - $553K
Ihs Markit LTD
Q1 2020 Filed on Apr 29, 2020
11,428
N/A
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
2,200
$48.35 - $118.68 $106K - $261K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q1 2020 Filed on Apr 29, 2020
48,412
$20.87 - $25.45 $1.01M - $1.23M
Ishares Tr
Q1 2020 Filed on Apr 29, 2020
18,098
N/A
Jason Inds Inc
Q1 2020 Filed on Apr 29, 2020
71,460
N/A
Brookfield Property Reit Inc
Q1 2020 Filed on Apr 29, 2020
10,830
N/A
Nabriva Therapeutics PLC
Q1 2020 Filed on Apr 29, 2020
13,000
N/A
MMT
Mfs Multimarket Income Trust

Financial Services
Q4 2019 Filed on Feb 13, 2020
12,950
$5.88 - $6.16 $76.1K - $79.8K
IQDF
Flexshares International Quali

ETFs
Q4 2019 Filed on Feb 13, 2020
2,576
$21.75 - $24.33 $56K - $62.7K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q4 2019 Filed on Feb 13, 2020
9,025
$26.11 - $26.21 $236K - $237K
Cabot Microelectronics Corp
Q4 2019 Filed on Feb 13, 2020
1,749
N/A
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