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Ishares Msci Usa Quality Facto invalid shares owned by Elevate Capital Advisors

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Elevate Capital Advisors from 13F filings

Historical chart of Elevate Capital Advisors investment in Ishares Msci Usa Quality Facto invalid

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Quality Facto invalid held by Elevate Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Elevate Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 18k 194.50
2025-06-30 $2.9M 16k 182.82
2025-03-31 $1.6M 9.5k 170.89
2024-12-31 $1.4M 7.7k 178.08

More positions owned by Elevate Capital Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
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Hershey Company (HSY)
W.R. Berkley Corporation (WRB)
Automatic Data Processing (ADP)
Apple (AAPL)
Visa Com Cl A (V)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Franco-Nevada Corporation (FNV)
Coupang Cl A (CPNG)

View all positions for Elevate Capital Advisors

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
FMR
Morgan Stanley
Pnc Financial Services
Jpmorgan Chase & Co
Ameriprise Financial
BlackRock
Wells Fargo & Company
UBS Group
HPM Partners
CWM
M^T Bank Corporation
Orgel Wealth Management
Keybank National Association

View all funds holding Ishares Msci Usa Quality Facto invalid