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Financial Advocates Investment Management’s Worksport WKSP Stock Holding History

Financial Advocates Investment Management’s Portfolio WKSP Stock Details WKSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,250
Closed -$11.5K – 802
2024
Q4 		$11.5K Hold
1,250
– – ﹤0.01% 748
2024
Q3 		$5.34K Buy
+1,250
New +$7.81K ﹤0.01% 767

Other funds holding WKSP

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Advocates Investment Management's WKSP Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Worksport (WKSP) in Q1 2025, closing a stake of 1,250 shares — an estimated $11.5K sold.

Financial Advocates Investment Management first reported a position in WKSP in Q3 2024 and held it in 2 quarters. The position peaked at $11.5K in Q4 2024. 17 funds tracked by Wall St. Rank hold WKSP as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Worksport position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,250 Worksport shares in Q1 2025, an estimated $11.5K.
  • Financial Advocates Investment Management first reported a position in Worksport in Q3 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Worksport position peaked at $11.5K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Worksport as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.