FAIM
WINC

Financial Advocates Investment Management’s Western Asset Short Duration Income ETF WINC Stock Holding History

Financial Advocates Investment Management’s Portfolio WINC Stock Details WINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,582
Closed -$209K – 821
2024
Q3 		$209K Sell
8,582
-149
-2% -$3.59K 0.01% 703
2024
Q2 		$208K Buy
+8,731
New +$208K 0.01% 664

Other funds holding WINC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's WINC Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Western Asset Short Duration Income ETF (WINC) in Q4 2024, closing a stake of 8,582 shares — an estimated $209K sold.

Financial Advocates Investment Management first reported a position in WINC in Q2 2024 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 11 funds tracked by Wall St. Rank hold WINC as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Western Asset Short Duration Income ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,582 Western Asset Short Duration Income ETF shares in Q4 2024, an estimated $209K.
  • Financial Advocates Investment Management first reported a position in Western Asset Short Duration Income ETF in Q2 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Western Asset Short Duration Income ETF position peaked at $209K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.