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Listed Fd Tr shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Listed Fd Tr (OVLH) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 44k 31.25
2023-12-31 $68M 2.3M 28.91
2023-09-30 $68M 2.5M 26.79
2023-06-30 $72M 2.6M 27.83
2023-03-31 $66M 2.6M 25.88
2022-12-31 $34M 1.4M 24.92

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Angel Oak Funds Trust Income Etf (CARY)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advocacy Wealth Management Services

Top funds holding Listed Fd Tr

Lakeview Capital Partners
Advocacy Wealth Management Services
Goldman Sachs Group
Jpmorgan Chase & Co
PFG Investments
Consolidated Portfolio Review Corp
Kades & Cheifetz
Raymond James Trust
UBS Group
Wells Fargo & Company
Lee Financial

View all funds holding Listed Fd Tr