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Advocacy Wealth Management Services’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Advocacy Wealth Management Services’s Portfolio UFIV Stock Details UFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-382,068
Closed -$18.8M – 146
2025
Q2 		$18.8M Buy
382,068
+23,052
+6% +$1.12M 1.15% 29
2025
Q1 		$17.5M Sell
359,016
-3,044
-0.8% -$147K 1.19% 24
2024
Q4 		$17.3M Buy
+362,060
New +$17.5M 1.32% 20

Other funds holding UFIV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Advocacy Wealth Management Services's UFIV Position: Q3 2025 in Review

Advocacy Wealth Management Services sold out of US Treasury 5 Year Note ETF (UFIV) in Q3 2025, closing a stake of 382,068 shares — an estimated $18.8M sold.

Advocacy Wealth Management Services first reported a position in UFIV in Q4 2024 and held it in 3 quarters. The position peaked at $18.8M in Q2 2025. 13 funds tracked by Wall St. Rank hold UFIV as of Q3 2025.

  • Advocacy Wealth Management Services reported no remaining US Treasury 5 Year Note ETF position as of Q3 2025 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 382,068 US Treasury 5 Year Note ETF shares in Q3 2025, an estimated $18.8M.
  • Advocacy Wealth Management Services first reported a position in US Treasury 5 Year Note ETF in Q4 2024 and held it in 3 quarters.
  • Advocacy Wealth Management Services's US Treasury 5 Year Note ETF position peaked at $18.8M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q3 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2025, filed 14 Nov 2025.