EWG Elevate Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, EWG Elevate Inc. opened 173 positions, added to 253, reduced 167 and sold out of 163.
- Q3 2025: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 3,414.
- Q3 2025: Stock ARKK; Country of operation —; Class INNOVATION ETF; Shares before 16,431.
- Q3 2025: Stock DYNF; Country of operation —; Class ISHARES US EQUIT; Shares before 26,732.
- Q3 2025: Stock SPYG; Country of operation —; Class PRTFLO S&P500 GW; Shares before 3,308.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1765278), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 3,414 | 46,501 | +43,087 | $375,926 | $5,613,565 | +$5,237,639 | 2025-10-07 |
|---|
| Q3 2025 | ARKK
ARK ETF TR | | INNOVATION ETF | 16,431 | 73,695 | +57,264 | $1,154,937 | $6,359,881 | +$5,204,944 | 2025-10-07 |
|---|
| Q3 2025 | DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 26,732 | 103,961 | +77,229 | $1,455,825 | $6,154,483 | +$4,698,658 | 2025-10-07 |
|---|
| Q3 2025 | SPYG
SPDR SERIES TRUST | | PRTFLO S&P500 GW | 3,308 | 44,969 | +41,661 | $315,338 | $4,699,696 | +$4,384,358 | 2025-10-07 |
|---|
| Q3 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 7,118 | 47,131 | +40,013 | $524,109 | $3,505,136 | +$2,981,027 | 2025-10-07 |
|---|
| Q3 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 12,205 | 14,067 | +1,862 | $7,541,002 | $9,371,247 | +$1,830,245 | 2025-10-07 |
|---|
| Q3 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 2,677 | 5,109 | +2,432 | $1,662,149 | $3,419,454 | +$1,757,305 | 2025-10-07 |
|---|
| Q3 2025 | IYZ
ISHARES TR | | US TELECOM ETF | 102,987 | 142,963 | +39,976 | $3,066,948 | $4,611,978 | +$1,545,030 | 2025-10-07 |
|---|
| Q3 2025 | IDV
ISHARES TR | | INTL SEL DIV ETF | 71,829 | 109,952 | +38,123 | $2,478,807 | $4,018,746 | +$1,539,939 | 2025-10-07 |
|---|
| Q3 2025 | BALI
BLACKROCK ETF TRUST | | ISHARES ADVANTAG | 731,859 | 735,843 | +3,984 | $22,036,281 | $23,355,646 | +$1,319,365 | 2025-10-07 |
|---|
| Q3 2025 | AIA
ISHARES TR | | ASIA 50 ETF | 47,500 | 52,163 | +4,663 | $3,850,334 | $4,934,601 | +$1,084,267 | 2025-10-07 |
|---|
| Q3 2025 | IXG
ISHARES TR | | GLOBAL FINLS ETF | 101,304 | 104,843 | +3,539 | $11,226,496 | $12,232,299 | +$1,005,803 | 2025-10-07 |
|---|
| Q3 2025 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 81,031 | 93,616 | +12,585 | $2,050,074 | $2,611,887 | +$561,813 | 2025-10-07 |
|---|
| Q3 2025 | SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 351,064 | 352,010 | +946 | $9,713,939 | $10,247,018 | +$533,079 | 2025-10-07 |
|---|
| Q3 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 74,126 | 76,658 | +2,532 | $6,626,125 | $7,157,547 | +$531,422 | 2025-10-07 |
|---|
| Q3 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 6,316 | 6,518 | +202 | $3,484,164 | $3,913,254 | +$429,090 | 2025-10-07 |
|---|
| Q3 2025 | TOTL
SSGA ACTIVE ETF TR | | SPDR TR TACTIC | 102,307 | 111,513 | +9,206 | $4,103,552 | $4,524,064 | +$420,512 | 2025-10-07 |
|---|
| Q3 2025 | AGG
ISHARES TR | | CORE US AGGBD ET | 8,718 | 12,427 | +3,709 | $864,826 | $1,245,807 | +$380,981 | 2025-10-07 |
|---|
| Q3 2025 | FDL
FIRST TR EXCHANGE-TRADED FD | | SHS | 147,694 | 149,216 | +1,522 | $6,183,938 | $6,477,480 | +$293,542 | 2025-10-07 |
|---|
| Q3 2025 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 33,357 | 35,283 | +1,926 | $3,074,853 | $3,293,637 | +$218,784 | 2025-10-07 |
|---|
| Q3 2025 | FMHI
FIRST TR EXCH TRADED FD III | | MUNI HI INCM ETF | 46,001 | 49,639 | +3,638 | $2,148,238 | $2,358,327 | +$210,089 | 2025-10-07 |
|---|
| Q3 2025 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 83,842 | 86,768 | +2,926 | $4,766,441 | $4,954,435 | +$187,994 | 2025-10-07 |
|---|
| Q3 2025 | UCON
FIRST TR EXCHNG TRADED FD VI | | SMITH UNCONSTRAI | 65,879 | 71,910 | +6,031 | $1,639,717 | $1,811,297 | +$171,580 | 2025-10-07 |
|---|
| Q3 2025 | IDU
ISHARES TR | | U.S. UTILITS ETF | 16,811 | 17,383 | +572 | $1,757,922 | $1,927,780 | +$169,858 | 2025-10-07 |
|---|
| Q3 2025 | IYF
ISHARES TR | | U.S. FINLS ETF | 16,066 | 16,556 | +490 | $1,943,795 | $2,096,606 | +$152,811 | 2025-10-07 |
|---|
| Q3 2025 | HYLS
FIRST TR EXCHANGE-TRADED FD | | FIRST TR TA HIYL | 57,260 | 59,779 | +2,519 | $2,394,028 | $2,513,700 | +$119,672 | 2025-10-07 |
|---|
| Q3 2025 | FEMB
FIRST TR EXCH TRADED FD III | | EME MRK BD ETF | 64,826 | 66,694 | +1,868 | $1,872,163 | $1,956,807 | +$84,644 | 2025-10-07 |
|---|
| Q3 2025 | SCHH
SCHWAB STRATEGIC TR | | US REIT ETF | 26,194 | 27,894 | +1,700 | $554,259 | $601,667 | +$47,408 | 2025-10-07 |
|---|
| Q3 2025 | COMT
ISHARES U S ETF TR | | GSCI CMDTY STGY | 20,818 | 21,695 | +877 | $538,145 | $582,511 | +$44,366 | 2025-10-07 |
|---|
| Q3 2025 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 504 | 545 | +41 | $222,294 | $252,956 | +$30,662 | 2025-10-07 |
|---|
| Q3 2025 | IWB
ISHARES TR | | RUS 1000 ETF | 1,051 | 1,053 | +2 | $356,888 | $384,850 | +$27,962 | 2025-10-07 |
|---|
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