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RBB shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of RBB (UFIV) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB 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 RBB by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $19M 382k 49.22
2025-03-31 $18M 359k 48.87
2024-12-31 $17M 362k 47.81

More positions owned by Advocacy Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Angel Oak Funds Trust Income Etf (CARY)

View all positions for Advocacy Wealth Management Services

Top funds holding RBB

Foguth Wealth Management
Susquehanna International
Janney Montgomery Scott
Central Trust & Investment
Citadel Advisors
Crew Capital Management
F/M Investments
Thoroughbred Financial Services
Spectrum Financial Alliance
Jane Street
Valtinson Bruner Financial Planning
Coastal Investment Advisors
Advisor Group Holdings
DHJJ Financial Advisors

View all funds holding RBB