Advocacy Wealth Management Services, LLC Reduced Holdings in Q2 2024

Advocacy Wealth Management Services, LLC

  • $1.11 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-777K
- 83.09%
$50.82 - $51.15 $39.5M - $39.8M
158K $8.08M
EFV
Msci Eafe Value ETF

ETFs
-87.5K
- 24.65%
$52.34 - $56.41 $4.58M - $4.94M
268K $14.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-271K
- 5.09%
$58.24 - $64.51 $15.8M - $17.5M
5.05M $323M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-123K
- 86.01%
$29.51 - $29.7 $3.62M - $3.64M
20K $592K
TFLO
Ishares Treasury Floating Rate

ETFs
-31.3K
- 3.34%
$50.44 - $50.7 $1.58M - $1.59M
907K $46M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-17.9K
- 61.63%
$48.75 - $49.28 $873K - $882K
11.1K $548K
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
-24.9K
- 56.82%
$30.07 - $32.25 $747K - $801K
18.9K $606K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-14.5K
- 10.92%
$50.32 - $50.55 $731K - $734K
118K $5.98M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-14.7K
- 10.98%
$49.77 - $50.09 $732K - $737K
119K $5.95M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-7.34K
- 11.0%
$100.13 - $100.67 $735K - $739K
59.3K $5.97M
XLV
Select Sector Spdr Fund Health

ETFs
-4.3K
- 22.98%
$138.43 - $147.09 $595K - $632K
14.4K $2.1M
FLEE
Franklin Templeton ETF Tr

ETFs
-18.9K
- 22.31%
$28.49 - $31.08 $539K - $587K
65.8K $1.91M
VONV
Vanguard Russell 1000 Value Et

ETFs
-6.13K
- 22.83%
$74.36 - $78.65 $456K - $482K
20.7K $1.59M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.71K
- 23.0%
$79.92 - $84.63 $456K - $483K
19.1K $1.6M
DGRO
Ishares Core Dividend Growth E

ETFs
-7.25K
- 22.51%
$55.23 - $58.55 $401K - $425K
25K $1.44M
OMFL
Invesco Exchange Traded Self I

ETFs
-5.1K
- 9.82%
$51.23 - $54.89 $261K - $280K
46.8K $2.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
-807
- 48.64%
$495.16 - $548.49 $400K - $443K
852 $463K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-5.79K
- 21.4%
$45.36 - $48.77 $263K - $282K
21.3K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-551
- 24.2%
$497.53 - $549.64 $274K - $303K
1.73K $944K
VV
Vanguard Large Cap ETF

ETFs
-1.11K
- 9.51%
$227.27 - $251.65 $253K - $280K
10.6K $2.64M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-1.79K
- 20.35%
$52.96 - $58.69 $94.8K - $105K
7.01K $381K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-886
- 12.34%
$95.11 - $97.92 $84.3K - $86.8K
6.29K $610K
VUG
Vanguard Growth ETF

ETFs
-1.51K
- 9.43%
$322.46 - $377.11 $488K - $571K
14.5K $5.44M
IEFA
Ishares Tr

ETFs
-987
- 18.91%
$70.77 - $76.19 $69.8K - $75.2K
4.23K $307K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-63
- 1.51%
$159.21 - $168.37 $10K - $10.6K
4.1K $673K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-178
- 0.54%
$81.05 - $81.66 $14.4K - $14.5K
32.8K $2.68M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-61
- 0.1%
$60.69 - $66.83 $3.7K - $4.08K
59.1K $3.92M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 0.07%
$455.1 - $504.28 $3.64K - $4.03K
11.5K $5.75M
Activity Summary
Buys All Purchases 20 New Holdings 1 Increased Positions 19 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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