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Advocacy Wealth Management Services

Latest statistics and disclosures from Advocacy Wealth Management Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPDW, QUAL, EMXC, SPTL, and represent 48.91% of Advocacy Wealth Management Services's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$206M), DYNF (+$48M), CARY (+$38M), DMBS (+$38M), QUAL (+$30M), IVW (+$28M), IVE (+$26M), BINC (+$19M), EMXC (+$15M), HEFA (+$13M).
Started 8 new stock positions in RSP, CARY, VV, IVE, HEFA, DMBS, DYNF, BINC.
Reduced shares in these 10 stocks: VOO (-$106M), OVLH (-$72M), ITOT (-$59M), SLQD (-$48M), SPSB (-$47M), TFLO (-$14M), XLV (-$11M), FLEE (-$11M), USMV (-$10M), OEF (-$10M).
Sold out of its positions in SPLV, ITOT, OVL, SPAB, GLDM.
Advocacy Wealth Management Services was a net buyer of stock by $60M.
Advocacy Wealth Management Services has $1.2B in assets under management (AUM), dropping by 10.42%.
Central Index Key (CIK): 0001569452

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Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	28.2	$328M	+168%	5.3M	61.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.9	$92M	+14%	2.6M	35.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.3	$50M	+145%	304k	164.35	View chart
Ishares Msci Emrg Chn (EMXC)	4.3	$50M	+45%	863k	57.57	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	4.3	$50M	+29%	1.8M	27.94	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	4.1	$48M	-8%	935k	51.06	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	4.1	$48M	NEW	1.1M	44.40	View chart
Ishares Tr TRS FLT RT BD (TFLO)	4.1	$48M	-23%	939k	50.69	View chart
Angel Oak Funds Trust Income Etf (CARY)	3.3	$38M	NEW	1.9M	20.54	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	3.3	$38M	NEW	789k	48.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$38M	+270%	450k	84.44	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	3.2	$37M	+8%	731k	51.15	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	3.2	$37M	+8%	387k	94.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.8	$33M	+12%	403k	81.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.2	$26M	NEW	139k	186.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$19M	-32%	355k	54.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.6	$19M	+24%	141k	135.06	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.6	$19M	NEW	359k	52.46	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$18M	+39%	195k	92.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$13M	-42%	124k	103.79	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.1	$13M	NEW	366k	34.88	View chart
Ishares Tr Global Energ Etf (IXC)	1.1	$13M	+32%	295k	42.95	View chart
Ishares Tr Us Infrastruc (IFRA)	0.7	$8.2M	-15%	189k	43.36	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.6	$6.7M	-12%	133k	50.56	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$6.7M	-12%	67k	100.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$6.7M	-12%	133k	50.45	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.6	$6.7M	-12%	134k	49.89	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$5.7M	+31%	63k	89.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$5.5M	+44%	16k	344.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.5M	-95%	12k	480.70	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.4	$4.2M	-91%	143k	29.77	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$3.8M	+9%	59k	64.15	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.9M	+137%	52k	55.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.8M	NEW	12k	239.76	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.8M	-80%	19k	147.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.7M	-35%	33k	81.78	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.2	$2.5M	-80%	85k	29.74	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$2.1M	-80%	27k	78.64	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.1M	-83%	25k	83.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.9M	-82%	32k	58.06	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$1.4M	-97%	29k	49.22	View chart
Listed Fd Tr Overlay (OVLH)	0.1	$1.4M	-98%	44k	31.25	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$1.3M	-79%	27k	47.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.2M	+2%	2.3k	525.73	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$969k	+2%	24k	39.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$868k		1.7k	523.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$705k	NEW	4.2k	169.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$703k	+11%	7.2k	97.94	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.0	$480k	-78%	8.8k	54.58	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$395k	-96%	1.6k	247.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$387k		5.2k	74.22	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$332k	+15%	3.1k	107.60	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$299k	-5%	4.9k	60.42	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$258k	-42%	8.9k	28.92	View chart

Past Filings by Advocacy Wealth Management Services

SEC 13F filings are viewable for Advocacy Wealth Management Services going back to 2012

Advocacy Wealth Management Services 2024 Q1 filed April 15, 2024
Advocacy Wealth Management Services 2023 Q4 filed Jan. 23, 2024
Advocacy Wealth Management Services 2023 Q3 filed Oct. 26, 2023
Advocacy Wealth Management Services 2023 Q2 filed July 20, 2023
Advocacy Wealth Management Services 2023 Q1 filed April 14, 2023
Advocacy Wealth Management Services 2022 Q4 filed Jan. 27, 2023
Advocacy Wealth Management Services 2022 Q3 filed Oct. 6, 2022
Advocacy Wealth Management Services 2022 Q2 filed July 6, 2022
Advocacy Wealth Management Services 2022 Q1 filed April 4, 2022
Advocacy Wealth Management Services 2021 Q4 filed Jan. 5, 2022
Advocacy Wealth Management Services 2021 Q3 filed Oct. 5, 2021
Advocacy Wealth Management Services 2021 Q2 filed July 2, 2021
Advocacy Wealth Management Services 2021 Q1 filed April 5, 2021
Advocacy Wealth Management Services 2020 Q4 filed Jan. 6, 2021
Advocacy Wealth Management Services 2020 Q3 filed Oct. 2, 2020
Advocacy Wealth Management Services 2020 Q2 filed July 2, 2020

View all past filings

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