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
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Aug 12, 2022
3,373
$63.81 - $76.73 $215K - $259K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 12, 2022
5,171
$42.05 - $47.77 $217K - $247K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q2 2022 Filed on Aug 12, 2022
2,816
$79.4 - $116.36 $224K - $328K
Bristol Myers Squibb CO
Q2 2022 Filed on Aug 12, 2022
97
N/A
MDIV
First Trust Multi Asset Divers

ETFs
Q2 2022 Filed on Aug 12, 2022
17,284
$14.9 - $17.0 $258K - $294K
FITB
Fifth Third Bancorp

Financial Services
Q2 2022 Filed on Aug 12, 2022
5,778
$33.25 - $41.8 $192K - $242K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2022 Filed on Aug 12, 2022
5,321
$56.56 - $68.08 $301K - $362K
CMA
Comerica Inc

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,769
$72.8 - $90.06 $202K - $249K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
6,715
$15.37 - $32.54 $103K - $219K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
10,426
$5.84 - $20.02 $60.9K - $209K
EQAL
Invesco ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
6,363
$38.38 - $47.14 $244K - $300K
WFIG
Wisdomtree U.S. Corporate Bond

ETFs
Q2 2022 Filed on Aug 12, 2022
4,658
$44.26 - $49.46 $206K - $230K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
Q2 2022 Filed on Aug 12, 2022
29,160
$19.53 - $23.78 $569K - $693K
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
21,141
$35.58 - $44.29 $752K - $936K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q2 2022 Filed on Aug 12, 2022
6,148
$49.92 - $55.16 $307K - $339K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q2 2022 Filed on Aug 12, 2022
1,635
$119.48 - $169.15 $195K - $277K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q2 2022 Filed on Aug 12, 2022
13,771
$27.15 - $31.32 $374K - $431K
IVZ
Invesco Ltd.

Financial Services
Q2 2022 Filed on Aug 12, 2022
11,688
$15.93 - $23.31 $186K - $272K
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,603
$64.68 - $79.93 $168K - $208K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
Q2 2022 Filed on Aug 12, 2022
8,559
$22.27 - $24.14 $191K - $207K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Aug 12, 2022
9,654
$46.52 - $47.45 $449K - $458K
FEP
First Trust Europe Alphadex Fu

ETFs
Q2 2022 Filed on Aug 12, 2022
11,784
$31.32 - $39.07 $369K - $460K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
15,391
$5.71 - $6.69 $87.9K - $103K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q2 2022 Filed on Aug 12, 2022
10,747
$14.44 - $18.01 $155K - $194K
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Aug 12, 2022
3,459
$83.88 - $102.77 $290K - $355K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2022 Filed on Aug 12, 2022
3,823
$46.42 - $92.45 $177K - $353K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
3,349
$42.19 - $68.38 $141K - $229K
NRZ
New Residential Investment Corp.

Real Estate
Q2 2022 Filed on Aug 12, 2022
13,445
$8.25 - $11.74 $111K - $158K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q2 2022 Filed on Aug 12, 2022
11,825
$25.56 - $29.71 $302K - $351K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Aug 12, 2022
15,056
$37.88 - $48.01 $570K - $723K
IGHG
Proshares Investment Grade Int

ETFs
Q2 2022 Filed on Aug 12, 2022
9,220
$69.12 - $73.1 $637K - $674K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q2 2022 Filed on Aug 12, 2022
10,900
$19.2 - $24.94 $209K - $272K
COF
Capital One Financial Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,553
$102.11 - $141.85 $261K - $362K
FVRR
Fiverr International Ltd.

Communication Services
Q2 2022 Filed on Aug 12, 2022
2,867
$30.39 - $80.01 $87.1K - $229K
APPN
Appian Corp

Technology
Q2 2022 Filed on Aug 12, 2022
4,246
$39.46 - $64.98 $168K - $276K
HNDL
Strategy Shs

ETFs
Q2 2022 Filed on Aug 12, 2022
14,365
$19.94 - $24.21 $286K - $348K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
8,026
$49.59 - $64.4 $398K - $517K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2022 Filed on Aug 12, 2022
11,762
$60.91 - $76.4 $716K - $899K
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
12,485
$48.28 - $60.23 $603K - $752K
NTR
Nutrien Ltd.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
2,005
$78.95 - $114.5 $158K - $230K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
Q2 2022 Filed on Aug 12, 2022
7,353
$37.11 - $45.74 $273K - $336K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q2 2022 Filed on Aug 12, 2022
10,699
$46.81 - $48.49 $501K - $519K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
4,188
$51.05 - $61.81 $214K - $259K
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Aug 12, 2022
47,282
$25.36 - $30.58 $1.2M - $1.45M
PRU
Prudential Financial Inc

Financial Services
Q2 2022 Filed on Aug 12, 2022
4,222
$91.33 - $121.06 $386K - $511K
MP
Mp Materials Corp.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
4,695
$32.08 - $58.26 $151K - $274K
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
2,118
$121.73 - $138.59 $258K - $294K
UPWK
Upwork, Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
8,895
$15.68 - $24.75 $139K - $220K
Etfis Ser Tr I
Q2 2022 Filed on Aug 12, 2022
8,455
N/A
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