Advocacy Wealth Management Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Advocacy Wealth Management Services’s Portfolio JPIB Stock Details JPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,548	Closed	-$221K	–	144
2025 Q2	$221K	Buy	+4,548	New	+$218K	0.01%	60
2025 Q1	–	Sell	-4,824	Closed	-$228K	–	59
2024 Q4	$228K	Sell	4,824 -751	-13%	-$35.9K	0.02%	53
2024 Q3	$271K	Buy	5,575 +554	+11%	+$26.6K	0.02%	49
2024 Q2	$237K	Buy	+5,021	New	+$237K	0.02%	51

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Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return