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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Advocacy Wealth Management Services, LLC

Quarter ended Q1 2023 · Filed January 27, 2023 · Accession 0001062993-23-001463

Total Value
$757.1M
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V1001,848,973$88.5M11.69%
2SPDR SER TR78464A4743,011,250$88.5M11.69%
3LISTED FD TR53656F8052,578,341$78.6M10.38%
4VANGUARD INDEX FDS922908363209,015$73.4M9.70%
5SELECT SECTOR SPDR TR81369Y209388,260$52.7M6.97%
6ISHARES TR46429B655952,543$47.9M6.33%
7ISHARES TR46434V860942,323$47.5M6.27%
8PIMCO ETF TR72201R627889,377$43.4M5.73%
9ISHARES TR46429B697582,140$42.0M5.54%
10LISTED FD TR53656F5811,376,811$34.3M4.53%
11ISHARES TR464287473303,100$31.9M4.22%
12FIDELITY COVINGTON TRUST316092303591,025$26.5M3.50%
13ISHARES TR46435U713520,303$18.9M2.49%
14SPDR INDEX SHS FDS78463X152334,119$18.1M2.39%
15VANGUARD INDEX FDS92290853883,554$15.0M1.98%
16FRANKLIN TEMPLETON ETF TRFGDL428,481$10.4M1.37%
17ISHARES TR46428745751,553$4.2M0.55%
18INVESCO EXCH TRADED FD TR IIIVZ64,390$4.1M0.54%
19ISHARES TR46434V87869,135$3.5M0.46%
20J P MORGAN EXCHANGE TRADED F46641Q83768,889$3.5M0.46%
21INVESCO ACTIVELY MANAGED ETFIVZ69,415$3.4M0.45%
22PIMCO ETF TR72201R83334,792$3.4M0.45%
23FIDELITY COVINGTON TRUST31609260041,374$2.6M0.35%
24SPDR SER TR78464A80554,114$2.6M0.34%
25VANGUARD SCOTTSDALE FDS92206C71429,866$2.0M0.26%
26INVESCO EXCHANGE TRADED FD TIVZ25,462$2.0M0.26%
27ISHARES TR46432F33916,123$1.8M0.24%
28ISHARES TR4642872002,675$1.0M0.14%
29ISHARES TR46434V45624,285$786,5910.10%
30ISHARES TR4642872266,613$641,3950.08%
31SPDR S&P 500 ETF TRSPY1,659$634,4510.08%
32ISHARES TR46432F8429,011$555,4380.07%
33SPDR SER TR78468R10118,334$529,6690.07%
34FRANKLIN TEMPLETON ETF TRFGDL21,132$507,8550.07%
35INVESCO EXCHANGE TRADED FD TIVZ8,152$358,6880.05%
36SPDR SER TR78464A64913,615$342,1450.05%
37ISHARES TR4642898839,695$325,8490.04%
38SPDR SER TR78468R6633,320$303,6800.04%
39INVESCO EXCHANGE TRADED FD TIVZ2,030$286,7380.04%