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inv grd crp bd shares owned by Elevation Capital Advisory

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Elevation Capital Advisory from 13F filings

Historical chart of Elevation Capital Advisory investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by Elevation Capital Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in inv grd crp bd by Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.3M 24k 97.31
2025-03-31 $2.8M 29k 96.77

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Global X Fds Conscious Cos (KRMA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Elevation Capital Advisory

Top funds holding inv grd crp bd

LPL Financial
CWM
RAM Investment Partners
Allianz Asset Management
Resources Investment Advisors
Vickerman Investment Advisors
Mokosak Advisory Group
UBS Group
XML Financial
Goss Wealth Management
Bank of Nova Scotia
Great Valley Advisor Group
Novem Group
Modern Wealth Management
Migdal Insurance & Financial Holdings

View all funds holding inv grd crp bd