Advocate Investing Services LLC: 13F holdings
CIK 21105092026Q2
| Positions | 460 |
|---|
| Reported value | $129.8m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 460 (+12 vs prior quarter) |
|---|
| Reported value | $129.8m (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GSY INVESCO ACTIVELY MANAGED EXC | 260,150 | $13.0m | 10.1% |
| TCAF T ROWE PRICE EXCHANGE-TRADED | 282,278 | $11.6m | 8.9% |
| XLP SELECT SECTOR SPDR TR | 62,296 | $5.2m | 4.0% |
| SPHD INVESCO EXCH TRADED FD TR II | 94,662 | $4.8m | 3.7% |
| XME SPDR SERIES TRUST | 30,220 | $3.2m | 2.5% |
| IXC ISHARES TR | 63,195 | $3.1m | 2.4% |
| XLK SELECT SECTOR SPDR TR | 16,050 | $3.1m | 2.4% |
| VYM VANGUARD WHITEHALL FDS | 18,639 | $2.9m | 2.3% |
| VIG VANGUARD SPECIALIZED FUNDS | 11,917 | $2.8m | 2.2% |
| AAPL APPLE INC | 7,847 | $2.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110509")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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