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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
2024-09-30 $259k 7.7k 33.78
2024-06-30 $606k 19k 32.12
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)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Eafe Value Etf (EFV)
Doubleline Etf Trust Mortgage Etf (DMBS)
Angel Oak Funds Trust Income Etf (CARY)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Advocacy Wealth Management Services

Top funds holding Listed Fd Tr

Lakeview Capital Partners
Brian McDonald
Old Mission Capital
Consolidated Portfolio Review Corp
Kades & Cheifetz
Susquehanna International
Jpmorgan Chase & Co
Advocacy Wealth Management Services
Raymond James Trust
Morgan Stanley

View all funds holding Listed Fd Tr