§ 13F · FUND PROFILE
Advocate Investing Services LLC.
AUM · $130M (13F)Positions · 460Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GSY | INVESCO ACTIVELY MANAGED EXC | 260K | $13M | 10.1% | −4% |
| 2 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 282K | $12M | 8.9% | ±0% |
| 3 | XLP | SELECT SECTOR SPDR TR | 62K | $5M | 4.0% | +11% |
| 4 | SPHD | INVESCO EXCH TRADED FD TR II | 95K | $5M | 3.7% | +7% |
| 5 | XME | SPDR SERIES TRUST | 30K | $3M | 2.5% | −3% |
| 6 | IXC | ISHARES TR | 63K | $3M | 2.4% | ±0% |
| 7 | XLK | SELECT SECTOR SPDR TR | 16K | $3M | 2.4% | −1% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 19K | $3M | 2.3% | +48% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 12K | $3M | 2.2% | −25% |
| 10 | AAPL | APPLE INC | 8K | $2M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVOCATE SIGNAL
AC read
Advocate Investing Services LLC is a Other fund managing $130 million in assets. The fund runs a broad portfolio of 460 positions.
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