Creative Planning »

Elm Market Navigator Etf shares owned by Creative Planning

Quarter-by-quarter ownership of Elm Market Navigator Etf (ELM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Elm Market Navigator Etf

Tip: Access up to 7 years of quarterly data

All positions including Elm Market Navigator Etf held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elm Market Navigator Etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 54k 27.12

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Elm Market Navigator Etf

Elm Partners Management
HighTower Advisors
Tanager Wealth Management
First National Bank Sioux Falls
Creative Planning
Wedbush Morgan Securities
London & Capital Asset Management
Jane Street
Onyx Bridge Wealth Group
Insight Advisors, LLC/ PA
Efficient Wealth Management
UBS Group

View all funds holding Elm Market Navigator Etf