Elevated Financial Group »

Equitable Holdings shares owned by Elevated Financial Group

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Elevated Financial Group from 13F filings

Historical chart of Elevated Financial Group investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by Elevated Financial Group 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 Equitable Holdings by Elevated Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 4.4k 47.65

More positions owned by Elevated Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Elevated Financial Group

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Wellington Management Company
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Thornburg Investment Management
Massachusetts Financial Services
Invesco
Pzena Investment Management
Conifer Management
Northern Trust
Nordea Investment Management Ab
Robeco Investment Management

View all funds holding Equitable Holdings