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Ishares Tr fund shares owned by Elevated Capital Advisors

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Elevated Capital Advisors from 13F filings

Historical chart of Elevated Capital Advisors investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 4.7k 48.34
2024-06-30 $218k 4.7k 46.54
2024-03-31 $226k 4.8k 46.89

More positions owned by Elevated Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Multisector Bd (PYLD)
Microsoft Corporation (MSFT)
Alps Etf Tr Rivrfrnt Str Inc (RIGS)
PIMCO Corporate Income Fund (PCN)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
First Tr Morningstar Divid L SHS (FDL)

View all positions for Elevated Capital Advisors

Top funds holding Ishares Tr fund

Empower Advisory Group
Envestnet Asset Management
Mercer Global Advisors
Francis Financial
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Creative Planning
Cetera Investment Advisers
Hsbc Holdings
Bank of New York Mellon
Laurel Wealth Planning
Stewardship Advisors
Assetmark
Envestnet Portfolio Solutions

View all funds holding Ishares Tr fund