Advocacy Wealth Management Services, LLC Incresed Positions in Q3 2024

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
EFV Msci Eafe Value ETF ETFs	486K + 181.62%	$51.72 - $57.96 $25.1M - $28.2M	754K $43.4M
SPTL Spdr Portfolio Long Term Treas ETFs	284K + 12.99%	$26.69 - $29.87 $7.59M - $8.49M	2.47M $71.9M
QUAL Ishares Msci Usa Quality Facto ETFs	25.2K + 7.79%	$162.64 - $179.3 $4.1M - $4.52M	349K $62.5M
DYNF Blackrock ETF Tr U S Equity Fa ETFs	85.7K + 7.59%	$44.24 - $49.47 $3.79M - $4.24M	1.21M $60.1M
EMXC Ishares Inc Msci Emerging Mkts ETFs	73.6K + 8.16%	$56.04 - $62.99 $4.13M - $4.64M	976K $59.6M
IVE Ishares S&P 500 Value ETF ETFs	4.56K + 2.94%	$181.06 - $197.17 $826K - $899K	160K $31.5M
IYW Ishares Dj Us Tech ETF ETFs	20.2K + 14.3%	$133.16 - $158.73 $2.69M - $3.21M	162K $24.5M
LDUR Pimco Enhanced Low Duration Ac ETFs	16.1K + 2.02%	$94.39 - $96.15 $1.52M - $1.55M	811K $77.8M
MBB Ishares Tr ETFs	13.6K + 6.41%	$90.85 - $96.66 $1.24M - $1.32M	226K $21.7M
AGG Ishares Core U.S. Aggregate Bo ETFs	18.4K + 292.18%	$96.25 - $101.98 $1.77M - $1.88M	24.7K $2.5M
IFRA Ishares Tr ETFs	735 + 0.35%	$41.55 - $46.97 $30.5K - $34.5K	208K $9.78M
EMB Ishares Tr ETFs	5.77K + 8.64%	$87.75 - $93.74 $506K - $541K	72.6K $6.79M
VOO Vanguard Index Fds S&P 500 ETF ETFs	413 + 3.6%	$475.2 - $527.7 $196K - $218K	11.9K $6.28M
SPTM Spdr Portfolio S&P 1500 Compos ETFs	3.8K + 6.42%	$63.28 - $70.06 $240K - $266K	62.9K $4.41M
IEFA Ishares Tr ETFs	1.83K + 43.17%	$70.09 - $78.74 $128K - $144K	6.06K $472K
JPIB Jpmorgan International Bond Op ETFs	554 + 11.03%	$46.96 - $48.73 $26K - $27K	5.58K $271K
Blackrock ETF Trust Ii	32K + 8.06%	N/A	429K $0
Doubleline ETF Trust	10.3K + 1.29%	N/A	812K $0

Activity Summary All Purchases 21 New Holdings 3 Increased Positions 18 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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