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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, LDUR, SPTL, IVW, and represent 49.88% of Advocacy Wealth Management Services's stock portfolio.
Added to shares of these 10 stocks: EFV (+$28M), SPTL (+$8.3M), QUAL, EMXC, DYNF, IYW, PYLD, AGG, BINC, LDUR.
Started 3 new stock positions in IGEB, PYLD, MUB.
Reduced shares in these 10 stocks: SPLG (-$20M), HEFA (-$14M), EFG, IVW, SHY, FLOT, TFLO, JPST, GSY, ICSH.
Sold out of its positions in RSP, OEF, SHY, HEFA.
Advocacy Wealth Management Services was a net buyer of stock by $7.8M.
Advocacy Wealth Management Services has $1.3B in assets under management (AUM), dropping by 5.12%.
Central Index Key (CIK): 0001569452

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Positions held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	25.2	$321M	-5%	4.8M	67.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.8	$99M		2.6M	37.56	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	6.1	$78M	+2%	811k	95.96	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	5.6	$72M	+12%	2.5M	29.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.2	$66M	-5%	686k	95.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.9	$63M	+7%	349k	179.30	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	4.7	$60M	+7%	1.2M	49.47	View chart
Ishares Msci Emrg Chn (EMXC)	4.7	$60M	+8%	976k	61.11	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.5	$45M	-2%	887k	50.60	View chart
Ishares Tr Eafe Value Etf (EFV)	3.4	$43M	+181%	754k	57.53	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	3.2	$41M		812k	50.39	View chart
Angel Oak Funds Trust Income Etf (CARY)	3.1	$39M		1.9M	21.19	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	2.9	$37M		719k	51.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.7	$34M		413k	83.09	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.5	$32M	-12%	299k	107.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$32M	+2%	160k	197.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.9	$25M	+14%	162k	151.62	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.8	$23M	+8%	429k	53.53	View chart
Ishares Tr Mbs Etf (MBB)	1.7	$22M	+6%	226k	95.81	View chart
Ishares Tr Us Infrastruc (IFRA)	0.8	$9.8M		208k	46.97	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$6.8M	+8%	73k	93.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$6.3M	+3%	12k	527.67	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$6.0M	-25%	117k	51.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$5.6M		15k	383.93	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$5.0M	-16%	99k	50.74	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$5.0M	-16%	100k	50.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$5.0M	-16%	99k	50.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$5.0M	-16%	50k	100.69	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$4.4M	+6%	63k	70.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.8M		11k	263.29	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$2.6M	NEW	98k	26.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.5M	+292%	25k	101.27	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.5M		47k	52.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$1.9M	-13%	13k	154.02	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.8M	-12%	58k	31.00	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$1.6M	-10%	19k	83.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.5M	-12%	17k	91.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.4M	-11%	22k	62.69	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.0M		24k	41.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$996k		1.7k	576.82	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$948k	-12%	19k	51.05	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$804k	NEW	7.4k	108.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$489k		852.00	573.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$473k	+43%	6.1k	78.05	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.0	$340k	-14%	6.0k	56.63	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$318k	-47%	11k	30.28	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$290k	NEW	6.2k	46.47	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$272k	-51%	5.4k	50.43	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$271k	+11%	5.6k	48.66	View chart
Listed Fd Tr Overlay (OVLH)	0.0	$259k	-59%	7.7k	33.78	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 Q3 filed Oct. 31, 2024
Advocacy Wealth Management Services 2024 Q2 filed July 10, 2024
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

View all past filings

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