Advocacy Wealth Management, LLC

Name: Advocacy Wealth Management, LLC 13F holdings, Q2 2026
Creator: Advocacy Wealth Management, LLC
Published: 2026-07-29

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Advocacy Wealth Management, LLC reported 151 stock positions worth $2.8 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 18.4% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 4.5%) and Ste STR SPDR PT DW Eu ETF (SPDW, 4.2%). Compared with Q1 2026, it opened 17 new positions, sold out of 9, added to 69 and reduced 60. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +45%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −98%).

Most Recent 13F: Q2 2026
Location: ATLANTA, GA
CIK: 0001569452
Portfolio Value: $2.8B (Q2 2026)
SEC Filing: 0001569452-26-000003 ↗ filed Jul 29, 2026

Holdings Value

Holdings 151 stocks · $2.8B


SPYM Ste STR SPDR PT S&P 500 ETF	18.44%	5,775,658	$507.6M	Add +45.0%
EMXC iShares MSCI Emr MRK Ex Chna	4.46%	1,198,777	$122.6M	Add +132.1%
SPDW Ste STR SPDR PT DW Eu ETF	4.15%	2,268,369	$114.3M	Add +9.3%
IVW iShares S&P 500 Growth ETF	4.04%	807,434	$111.0M	Reduce -2.6%
PYLD PIMCO Multisector Bond Actv	3.89%	4,039,522	$107.1M	Add +3.0%
LDUR PIMCO Enhanced Low Duration	3.87%	1,115,335	$106.6M	Add +3.2%
DYNF Ishrs US E F R A ETF-Usd Inc.	3.65%	1,478,143	$100.5M	Reduce -1.4%
IVE iShares S&P 500 Value ETF	3.50%	424,530	$96.4M	Reduce -16.9%
BAI Ishrs AI in and Tech Act ETF	2.65%	1,384,319	$73.0M	Reduce -16.0%
CORO Ish Intl CTRY Rot Act ETF	2.51%	1,889,296	$69.1M	New
FENI Fidelity Enhanced Intl ETF	2.51%	1,718,711	$69.0M	New
SCHM Schwab US Mid Cap ETF	2.30%	1,715,392	$63.2M	Add +8.5%
IALT Ishrs SYS Alt Act ETF	2.16%	2,116,253	$59.4M	New
CLOA iShares Aaa Clo Act ETF-Usdi	2.07%	1,099,924	$57.1M	Add +4.4%
PMBS PIMCO MBS Active ETF	1.96%	1,089,742	$53.8M	Add +2.9%
DMBS Doubleline Mortgage ETF	1.93%	1,084,082	$53.2M	Add +3.5%
BOND PIMCO Active Bond Exchange-T	1.91%	569,047	$52.5M	Add +4.3%
MTUM iShares MSCI USA Momentum Fa	1.88%	150,686	$51.7M	Reduce -25.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	1.83%	1,088,957	$50.3M	Add +168.3%
SPTL SS SPDR PF LNG TRM TSY E-Usd	1.54%	1,614,833	$42.4M	Reduce -59.4%
SHLD Global X Defense Tech ETF	1.27%	587,492	$35.1M	Add +25.1%
FSMD Fidelity Small-Mid Multifact	1.18%	616,638	$32.6M	Add +8.4%
THRO iShares U.S. Thematic Rotati	1.17%	747,703	$32.2M	Reduce -38.6%
GOOGL Alphabet Inc. Class A	1.05%	81,024	$29.0M	Reduce -0.5%
RSP Invesco S&P 500 Equal Weight	0.99%	128,355	$27.3M	Add +4.1%
LLY Eli Lilly & Co.	0.95%	21,869	$26.2M	Reduce -0.9%
BINC iShares Flex I A ETF-Usd Inc.	0.89%	465,922	$24.4M	Add +2664.1%
NVDA Nvidia Corp.	0.88%	120,359	$24.1M	Add +1.7%
BNDX Vanguard Total Intl Bond ETF	0.87%	491,698	$23.8M	Add +9.9%
AMZN Amazon.com Inc.	0.85%	98,091	$23.4M	Reduce -0.4%
MBB iShares MBS ETF	0.82%	238,354	$22.5M	Add +4.1%
MSFT Microsoft Corp.	0.70%	51,331	$19.1M	Add +0.7%
VRT Vertiv Holdings Co. Class A	0.68%	55,976	$18.7M	Reduce -0.9%
V Visa Inc. Class A	0.66%	53,274	$18.3M	Reduce -0.8%
ANET Arista Networks Inc.	0.65%	105,735	$18.0M	Reduce -1.3%
AAPL Apple Inc.	0.63%	59,497	$17.2M	Add +1.6%
UBER Uber Technologies Inc.	0.61%	233,235	$16.8M	Add +24.5%
EW Edwards Lifesciences Corp.	0.58%	174,962	$15.8M	Reduce -1.8%
KO The Coca-Cola Co.	0.56%	189,933	$15.4M	Add +0.8%
SYK Stryker Corp.	0.56%	48,645	$15.3M	Add +24.4%
IAU iShares Gold Trust	0.54%	197,676	$14.9M	Add +6.6%
TTWO Take-Two Interactive Softwre	0.52%	57,347	$14.3M	Reduce -1.6%
SPGI S&P Global Inc.	0.51%	34,253	$13.9M	Reduce -2.1%
SCHW Schwab (charles) Corp.	0.49%	147,436	$13.6M	Reduce -3.1%
APH Amphenol Corp. Class A	0.46%	72,030	$12.7M	Reduce -3.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.42%	5,796	$11.5M	Reduce -32.7%
NFLX Netflix Inc.	0.41%	156,583	$11.2M	Reduce -1.8%
PANW Palo Alto Networks Inc.	0.40%	32,665	$11.1M	Reduce -60.2%
ABT Abbott Laboratories	0.38%	115,947	$10.5M	Reduce -6.5%
NOW ServiceNow Inc.	0.38%	105,607	$10.5M	Reduce -14.0%
ETN Eaton Corp. PLC	0.38%	24,315	$10.4M	New
WTAI Wisdomtree AI and Innovation	0.34%	198,529	$9.4M	Reduce -12.6%
IEFA iShares Core MSCI Eafe ETF	0.34%	97,468	$9.4M	Add +4.7%
ICE Intercontinental Exchange Inc.	0.34%	75,467	$9.3M	Reduce -1.9%
VTV Vanguard Mrngstr Val ETF-Aui	0.30%	38,480	$8.4M	Add +37.9%
ALC Alcon Inc. filed as ALCON AG	0.30%	123,742	$8.3M	Add +98.8%
INTU Intuit Inc.	0.30%	31,514	$8.2M	Reduce -11.2%
LOW Lowe's Cos Inc.	0.27%	33,651	$7.4M	Reduce -31.4%
CHD Church & Dwight Co. Inc.	0.21%	59,935	$5.8M	Add +2.2%
SPTM SS SPDR P S&P 1500 Comp ETF	0.21%	62,504	$5.7M	No change
AQLT iShares MSCI GL Qua Fact ETF	0.21%	179,079	$5.6M	Add +25.0%
SPUS SP Funds S&P Sharia Indu Exc	0.20%	94,221	$5.4M	Add +26.2%
GSY Invesco Ultra Short Duration	0.19%	101,940	$5.1M	Reduce -6.3%
MINT PIMCO Enhanced Short Maturit	0.18%	50,466	$5.1M	Reduce -6.8%
JPST JPMorgan Ultra-Short Income	0.18%	100,560	$5.1M	Reduce -6.6%
FLOT iShares Floating Rate Bond E	0.18%	98,597	$5.0M	Reduce -13.1%
VIK Viking Holdings Ltd.	0.17%	44,778	$4.7M	New
ICSH iShares Ultra Short Duration	0.17%	92,129	$4.7M	Reduce -6.6%
KBWB Invesco KBW Bank ETF	0.14%	42,923	$4.0M	Add +10.4%
OMFL Invesco Russell 1000 DYN M/F	0.14%	55,036	$3.8M	Add +11.6%
SPSK SP Funds Dow Jones Global Su	0.13%	201,545	$3.6M	Add +69.5%
SPWO SP Funds S&P World Ex-US ETF	0.12%	94,504	$3.3M	Add +23.0%
GVI iShares Intermediate Governm	0.10%	26,542	$2.8M	Reduce -0.1%
IWD iShares Russell 1000 Value E	0.10%	11,180	$2.7M	No change
IGV iShares Expanded Tech-Softwa	0.10%	29,123	$2.6M	New
VOO Vanguard S&P 500 ETF	0.09%	3,433	$2.4M	Reduce -6.2%
EWG iShares MSCI Germany ETF	0.07%	47,108	$1.9M	Add +2.9%
IEMG iShares Core MSCI Emerging	0.07%	23,495	$1.9M	Add +12.9%
META Meta Platforms Inc. Class A	0.07%	3,396	$1.9M	Add +7.8%
AGG iShares Core U.S. Aggregate	0.06%	17,815	$1.8M	Add +50.4%
MNST Monster Beverage Corp.	0.06%	17,643	$1.7M	Add +0.8%
SNOW Snowflake Inc.	0.06%	6,625	$1.7M	New
COST Costco Wholesale Corp.	0.05%	1,562	$1.5M	Add +5.3%
IVV iShares Core S&P 500 ETF	0.05%	1,938	$1.5M	Add +6.4%
RJF Raymond James Financial Inc.	0.05%	9,256	$1.4M	Reduce -0.1%
GOOG Alphabet Inc. Class C	0.05%	3,905	$1.4M	Add +1.3%
SCHV Schwab US Large-Cap Value	0.05%	38,949	$1.4M	Reduce -0.1%
QUAL iShares MSCI USA Quality Fac	0.05%	6,172	$1.4M	Reduce -98.5%
AME Ametek Inc.	0.05%	5,422	$1.3M	Add +1.0%
EFA iShares MSCI Eafe ETF	0.05%	12,345	$1.3M	No change
MSCI MSCI Inc.	0.05%	2,256	$1.3M	Add +33.6%
BIRK Birkenstock Holding PLC	0.04%	28,609	$1.2M	Reduce -0.1%
HD Home Depot Inc.	0.04%	3,480	$1.2M	Add +8.3%
GLW Corning Inc.	0.04%	4,675	$1.2M	Reduce -36.3%
DASH DoorDash Inc. Class A	0.04%	6,455	$1.2M	Add +47.3%
TEL Te Connectivity PLC	0.04%	5,747	$1.2M	Add +1.0%
CPAY Corpay Inc.	0.04%	3,439	$1.1M	Add +0.5%
STE Steris PLC	0.04%	5,415	$1.1M	Add +48.1%
GMED Globus Medical Inc. Class A	0.04%	13,781	$1.1M	Reduce -0.2%
TEAM Atlassian Corp. Class A	0.04%	13,982	$1.1M	Add +0.0%
DXCM Dexcom Inc.	0.04%	15,692	$1.1M	Reduce -0.1%
LH Labcorp Holdings Inc.	0.04%	3,753	$1.1M	Reduce -1.4%
EFG iShares MSCI Eafe Growth ETF	0.04%	7,909	$984K	Reduce -8.1%
ABBV Abbvie Inc.	0.03%	3,814	$960K	Add +3.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.03%	6,116	$927K	Reduce -4.3%
SCHG Schwab US Large-Cap Growth	0.03%	27,133	$918K	Reduce -0.1%
TER Teradyne Inc.	0.03%	1,868	$904K	Reduce -35.2%
TRU Transunion	0.03%	12,476	$900K	Reduce -0.1%
CSCO Cisco Systems Inc.	0.03%	7,348	$863K	Add +2.9%
JNJ Johnson & Johnson	0.03%	3,178	$807K	Add +10.0%
JBHT Hunt (jb) Transprt SVCS Inc.	0.03%	2,761	$799K	Reduce -63.2%
DGRO iShares Core Dividend Growth	0.03%	10,470	$794K	Reduce -2.0%
APTV Aptiv PLC	0.03%	12,559	$771K	Add +0.8%
BR Broadridge Financial Solutio	0.03%	5,598	$767K	Reduce -2.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.03%	8,777	$756K	Reduce -53.9%
TFC Truist Financial Corp.	0.03%	15,082	$751K	Add +2.3%
MRVL Marvell Technology Inc.	0.03%	2,455	$731K	Reduce -83.8%
EEFT Euronet Worldwide Inc.	0.02%	9,161	$670K	Reduce -0.2%
CPRT Copart Inc.	0.02%	23,249	$655K	Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.02%	852	$636K	Reduce -0.1%
AMLP Alerian MLP ETF	0.02%	12,180	$632K	Add +6.1%
AMD Advanced Micro Devices	0.02%	1,054	$612K	New
IWS iShares Russell Mid-Cap Valu	0.02%	3,675	$605K	No change
PG The Procter & Gamble Co.	0.02%	3,998	$586K	Add +12.0%
CELH Celsius Holdings Inc.	0.02%	20,020	$586K	New
AVGO Broadcom Inc.	0.02%	1,453	$549K	New
ORCL Oracle Corp.	0.02%	3,684	$540K	Add +9.4%
GPN Global Payments Inc.	0.02%	7,431	$539K	Add +0.8%
XOM Exxon Mobil Corp.	0.02%	3,787	$518K	Add +23.4%
UTWY F/M US Treasury 20 Year Bond	0.02%	11,800	$504K	New
QCOM Qualcomm Inc.	0.02%	2,721	$503K	Add +6.9%
WMT Walmart Inc.	0.02%	4,235	$480K	Add +5.5%
TFLO iShares Treasury Floating Ra	0.02%	9,381	$475K	Reduce -2.4%
COR Cencora Inc.	0.02%	1,661	$470K	Add +3.3%
PEP Pepsico Inc.	0.02%	3,252	$440K	Add +6.4%
MCD McDonald's Corp.	0.01%	1,491	$403K	Reduce -6.0%
EA Electronic Arts Inc.	0.01%	1,964	$403K	Add +2.0%
SPEM State Street SP PTF Em ETF	0.01%	7,682	$398K	Reduce -99.3%
CMG Chipotle Mexican Grill Inc.	0.01%	10,813	$368K	New
MTBA Simplify MBS ETF	0.01%	7,453	$366K	Reduce -1.5%
MU Micron Technology Inc.	0.01%	297	$343K	New
JPM JPMorgan Chase & Co.	0.01%	1,021	$334K	Add +20.5%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.01%	1,305	$317K	No change
TSLA Tesla Inc.	0.01%	716	$301K	New
CVX Chevron Corp.	0.01%	1,658	$275K	Add +9.8%
CL Colgate-Palmolive Co.	0.01%	2,802	$257K	Add +7.7%
MDLZ Mondelez International Inc. Class A	0.01%	4,271	$247K	Add +7.1%
VONV Vanguard Russell 1000 Value	0.01%	2,261	$240K	Reduce -5.3%
MA Mastercard Inc. Class A	0.01%	457	$235K	New
BRK.B Berkshire Hathaway Inc. Class B	0.01%	469	$235K	New
MRK Merck & Co. Inc.	0.01%	1,722	$221K	New

Portfolio Sells Q1 2026 → Q2 2026


QUAL iShares MSCI USA Quality Fac	Reduce -98.5%	0.05%	−3.36
SPTL SS SPDR PF LNG TRM TSY E-Usd	Reduce -59.4%	1.54%	−3.09
SPEM State Street SP PTF Em ETF	Reduce -99.3%	0.01%	−2.13
IVE iShares S&P 500 Value ETF	Reduce -16.9%	3.50%	−1.27
THRO iShares U.S. Thematic Rotati	Reduce -38.6%	1.17%	−0.78
INTU Intuit Inc.	Reduce -11.2%	0.30%	−0.38
NFLX Netflix Inc.	Reduce -1.8%	0.41%	−0.27
MTUM iShares MSCI USA Momentum Fa	Reduce -25.2%	1.88%	−0.26
ACN Accenture PLC Class A	Sold out	0.00%	−0.24
LOW Lowe's Cos Inc.	Reduce -31.4%	0.27%	−0.24
ADBE Adobe Inc.	Sold out	0.00%	−0.23
DYNF Ishrs US E F R A ETF-Usd Inc.	Reduce -1.4%	3.65%	−0.21
ICE Intercontinental Exchange Inc.	Reduce -1.9%	0.34%	−0.20
NOW ServiceNow Inc.	Reduce -14.0%	0.38%	−0.19
ABT Abbott Laboratories	Reduce -6.5%	0.38%	−0.18
PANW Palo Alto Networks Inc.	Reduce -60.2%	0.40%	−0.18
SPGI S&P Global Inc.	Reduce -2.1%	0.51%	−0.15
FLIN Franklin Ftse India ETF	Sold out	0.00%	−0.15
SCHW Schwab (charles) Corp.	Reduce -3.1%	0.49%	−0.14
IVW iShares S&P 500 Growth ETF	Reduce -2.6%	4.04%	−0.11
ASML ASML Holding NV-NY Reg SHS	Reduce -32.7%	0.42%	−0.08
FLOT iShares Floating Rate Bond E	Reduce -13.1%	0.18%	−0.07
AMZN Amazon.com Inc.	Reduce -0.4%	0.85%	−0.06
JPST JPMorgan Ultra-Short Income	Reduce -6.6%	0.18%	−0.06
MINT PIMCO Enhanced Short Maturit	Reduce -6.8%	0.18%	−0.06
EW Edwards Lifesciences Corp.	Reduce -1.8%	0.58%	−0.06
GSY Invesco Ultra Short Duration	Reduce -6.3%	0.19%	−0.06
V Visa Inc. Class A	Reduce -0.8%	0.66%	−0.05
EFV iShares MSCI Eafe Value ETF	Sold out	0.00%	−0.05
ICSH iShares Ultra Short Duration	Reduce -6.6%	0.17%	−0.05
JBHT Hunt (jb) Transprt SVCS Inc.	Reduce -63.2%	0.03%	−0.04
MRVL Marvell Technology Inc.	Reduce -83.8%	0.03%	−0.04
XLG Invesco S&P 500 Top 50 ETF	Sold out	0.00%	−0.04
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -53.9%	0.03%	−0.03
MUB iShares National Muni Bond E	Sold out	0.00%	−0.03
GVI iShares Intermediate Governm	Reduce -0.1%	0.10%	−0.02
BR Broadridge Financial Solutio	Reduce -2.3%	0.03%	−0.01
GMED Globus Medical Inc. Class A	Reduce -0.2%	0.04%	−0.01
TJX TJX Companies Inc.	Reduce -4.3%	0.03%	−0.01
VOO Vanguard S&P 500 ETF	Reduce -6.2%	0.09%	−0.01
CPRT Copart Inc.	Reduce -0.1%	0.02%	−0.01
LONZ PIMCO Senior Loan Active ETF	Sold out	0.00%	−0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Sold out	0.00%	−0.01
CARY Angel Oak Income ETF	Sold out	0.00%	−0.01
RJF Raymond James Financial Inc.	Reduce -0.1%	0.05%	−0.01
MCD McDonald's Corp.	Reduce -6.0%	0.01%	−0.01
LH Labcorp Holdings Inc.	Reduce -1.4%	0.04%	−0.01
EFG iShares MSCI Eafe Growth ETF	Reduce -8.1%	0.04%	−0.01
TRU Transunion	Reduce -0.1%	0.03%	−0.01
DXCM Dexcom Inc.	Reduce -0.1%	0.04%	−0.01

Portfolio Buys Q1 2026 → Q2 2026


SPYM Ste STR SPDR PT S&P 500 ETF	Add +45.0%	18.44%	+4.96
EMXC iShares MSCI Emr MRK Ex Chna	Add +132.1%	4.46%	+2.66
CORO Ish Intl CTRY Rot Act ETF	New	2.51%	+2.51
FENI Fidelity Enhanced Intl ETF	New	2.51%	+2.51
IALT Ishrs SYS Alt Act ETF	New	2.16%	+2.16
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +168.3%	1.83%	+1.00
BINC iShares Flex I A ETF-Usd Inc.	Add +2664.1%	0.89%	+0.85
ETN Eaton Corp. PLC	New	0.38%	+0.38
VIK Viking Holdings Ltd.	New	0.17%	+0.17
SCHM Schwab US Mid Cap ETF	Add +8.5%	2.30%	+0.13
IGV iShares Expanded Tech-Softwa	New	0.10%	+0.10
ALC Alcon Inc.	Add +98.8%	0.30%	+0.09
VTV Vanguard Mrngstr Val ETF-Aui	Add +37.9%	0.30%	+0.06
SNOW Snowflake Inc.	New	0.06%	+0.06
FSMD Fidelity Small-Mid Multifact	Add +8.4%	1.18%	+0.06
SPUS SP Funds S&P Sharia Indu Exc	Add +26.2%	0.20%	+0.04
SPSK SP Funds Dow Jones Global Su	Add +69.5%	0.13%	+0.04
AQLT iShares MSCI GL Qua Fact ETF	Add +25.0%	0.21%	+0.03
SPWO SP Funds S&P World Ex-US ETF	Add +23.0%	0.12%	+0.02
AMD Advanced Micro Devices	New	0.02%	+0.02
CELH Celsius Holdings Inc.	New	0.02%	+0.02
AVGO Broadcom Inc.	New	0.02%	+0.02
UTWY F/M US Treasury 20 Year Bond	New	0.02%	+0.02
UBER Uber Technologies Inc.	Add +24.5%	0.61%	+0.02
DASH DoorDash Inc. Class A	Add +47.3%	0.04%	+0.01
CMG Chipotle Mexican Grill Inc.	New	0.01%	+0.01
MU Micron Technology Inc.	New	0.01%	+0.01
AGG iShares Core U.S. Aggregate	Add +50.4%	0.06%	+0.01
TSLA Tesla Inc.	New	0.01%	+0.01
KBWB Invesco KBW Bank ETF	Add +10.4%	0.14%	+0.01
BRK.B Berkshire Hathaway Inc. Class B	New	0.01%	+0.01
MA Mastercard Inc. Class A	New	0.01%	+0.01
MRK Merck & Co. Inc.	New	0.01%	+0.01
CSCO Cisco Systems Inc.	Add +2.9%	0.03%	+0.01
IEMG iShares Core MSCI Emerging	Add +12.9%	0.07%	+0.01
OMFL Invesco Russell 1000 DYN M/F	Add +11.6%	0.14%	+0.01
MSCI MSCI Inc.	Add +33.6%	0.05%	+0.01
STE Steris PLC	Add +48.1%	0.04%	+0.01
MNST Monster Beverage Corp.	Add +0.8%	0.06%	+0.01
QCOM Qualcomm Inc.	Add +6.9%	0.02%	+0.00
GOOG Alphabet Inc. Class C	Add +1.3%	0.05%	+0.00
JPM JPMorgan Chase & Co.	Add +20.5%	0.01%	+0.00
IVV iShares Core S&P 500 ETF	Add +6.4%	0.05%	+0.00
ABBV Abbvie Inc.	Add +3.9%	0.03%	−0.00
CL Colgate-Palmolive Co.	Add +7.7%	0.01%	−0.00
MDLZ Mondelez International Inc. Class A	Add +7.1%	0.01%	−0.00
PG The Procter & Gamble Co.	Add +12.0%	0.02%	−0.00
JNJ Johnson & Johnson	Add +10.0%	0.03%	−0.00
HD Home Depot Inc.	Add +8.3%	0.04%	−0.00
ORCL Oracle Corp.	Add +9.4%	0.02%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	151	$2.8B	SPYM, EMXC, SPDW, IVW, PYLD
Q1 2026	143	$2.3B	SPYM, IVE, SPTL, LDUR, PYLD
Q4 2025	142	$2.4B	SPYM, DYNF, IVE, SPTL, IVW
Q3 2025	142	$2.3B	SPYM, QUAL, DYNF, SPTL, IVW
Q2 2025	63	$1.6B	SPYM, SPTL, DYNF, PYLD, IVW
Q1 2025	55	$1.5B	SPYM, PYLD, DYNF, SPDW, SPTL
Q4 2024	53	$1.3B	SPYM, SPDW, LDUR, IVW, DYNF
Q3 2024	50	$1.3B	SPYM, SPDW, LDUR, SPTL, IVW
Q2 2024	51	$1.2B	SPYM, SPDW, LDUR, IVW, SPTL
Q1 2024	54	$1.2B	SPYM, SPDW, QUAL, EMXC, SPTL