Managers / Q2 2022 · view latest →
Advocacy Wealth Management, LLC
CIK 0001569452 · 3455 PEACHTREE ROAD NE, SUITE 1500, ATLANTA, GA, 30326 · 404-836-7141
Reported Value
$622M
Q2 2022
Positions
143
Filings on Record
30
2019–present window
Filed
Jul 6, 2022
original filing
Summary
Advocacy Wealth Management, Llc reported $622M in U.S.-listed holdings across 143 positions for Q2 2022.
Its largest position, OVL, represents 16.5% of the portfolio.
Compared with Q1 2022, the fund opened 7 new positions and exited 69.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.3B | 143 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.4B | 142 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.3B | 142 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.6B | 63 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 55 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 53 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.3B | 50 | Oct 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.2B | 51 | Jul 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.2B | 54 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.1B | 51 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $899M | 37 | Oct 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $875M | 37 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $823M | 36 | Apr 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $757.1B | 39 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $685M | 141 | Oct 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $622M | 143 | Jul 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $575M | 205 | Apr 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $598M | 198 | Jan 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $554M | 190 | Oct 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $540M | 206 | Jul 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $500M | 141 | Apr 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $668M | 144 | Jan 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $621M | 135 | Oct 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $494M | 132 | Jul 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $452M | 120 | Apr 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $351M | 147 | Jan 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $150M | 153 | Oct 2, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $138M | 179 | Jul 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $92M | 134 | Apr 2, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $133M | 164 | Jan 7, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.