Advocacy Wealth Management, LLC
•CIK: 1569452•Filing: Q4 2025
**Advocacy Wealth Management Services, LLC** manages $2.4B across a portfolio of 142 positions, exhibiting a concentrated focus on covered call and income-generating strategies. Top holdings include SPYM at $260.7M and DYNF at $120.7M, signaling a significant allocation toward covered call index products. The remaining top ten positions, including IVE ($111.4M) and SPTL ($101.3M), further underscore a mandate prioritizing consistent yield generation. This structure suggests a tactical approach aimed at maximizing income within the current market structure.
Total AUM
$2.4B
QoQ Performance
+3.7%
Positions
100
Top 10 Concentration
47.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
DYNF
SPYM10.9%
DYNF5.0%
IVE4.7%
SPTL4.2%
IVW4.0%
PYLD4.0%
SPDW3.9%
QUAL3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.9%
Technology5.4%
Consumer2.1%
Healthcare1.8%
Financial1.5%
Consumer Staples0.6%
Communication0.4%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW6 new positions
↑55 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023