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.
- Q1 2024: Stock XLK; Country of operation —; Class TECHNOLOGY; Shares before 1,687.
- Q1 2024: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 5,874.
- Q1 2024: Stock CALF; Country of operation —; Class PACER US SMALL; Shares before 27,313.
- Q1 2024: Stock TIDAL ETF TR; Country of operation —; Class GOD BLESS AMER; Shares before 115,502.
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 |
|---|
| Q1 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 1,687 | 27,202 | +25,515 | $324,721 | $5,665,349 | +$5,340,628 | 2024-04-10 |
|---|
| Q1 2024 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 5,874 | 49,986 | +44,112 | $441,137 | $4,220,816 | +$3,779,679 | 2024-04-10 |
|---|
| Q1 2024 | CALF
PACER FDS TR | | PACER US SMALL | 27,313 | 45,374 | +18,061 | $1,311,843 | $2,230,592 | +$918,749 | 2024-04-10 |
|---|
| Q1 2024 | TIDAL ETF TR
CUSIP 886364462 | | GOD BLESS AMER | 115,502 | 120,601 | +5,099 | $3,392,283 | $4,059,851 | +$667,568 | 2024-04-10 |
|---|
| Q1 2024 | ARKK
ARK ETF TR | | INNOVATION ETF | 16,409 | 29,568 | +13,159 | $859,341 | $1,480,767 | +$621,426 | 2024-04-10 |
|---|
| Q1 2024 | LMBS
FIRST TR EXCHANGE-TRADED FD | | FST LOW OPPT EFT | 198,643 | 209,050 | +10,407 | $9,598,409 | $10,086,639 | +$488,230 | 2024-04-10 |
|---|
| Q1 2024 | HDV
ISHARES TR | | CORE HIGH DV ETF | 37,287 | 38,698 | +1,411 | $3,802,869 | $4,264,943 | +$462,074 | 2024-04-10 |
|---|
| Q1 2024 | SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 85,517 | 87,973 | +2,456 | $3,987,672 | $4,407,446 | +$419,774 | 2024-04-10 |
|---|
| Q1 2024 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 47,525 | 51,111 | +3,586 | $2,612,902 | $2,957,278 | +$344,376 | 2024-04-10 |
|---|
| Q1 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 48,586 | 49,247 | +661 | $3,660,966 | $3,932,877 | +$271,911 | 2024-04-10 |
|---|
| Q1 2024 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 70,550 | 74,323 | +3,773 | $2,836,832 | $3,053,204 | +$216,372 | 2024-04-10 |
|---|
| Q1 2024 | FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | 59,806 | 63,071 | +3,265 | $3,568,030 | $3,760,264 | +$192,234 | 2024-04-10 |
|---|
| Q1 2024 | FSIG
FIRST TR EXCHANGE-TRADED FD | | LIMITED DURATION | 169,212 | 178,667 | +9,455 | $3,208,262 | $3,353,571 | +$145,309 | 2024-04-10 |
|---|
| Q1 2024 | PTLC
PACER FDS TR | | TRENDP US LAR CP | 23,227 | 23,693 | +466 | $1,005,032 | $1,130,634 | +$125,602 | 2024-04-10 |
|---|
| Q1 2024 | SVAL
ISHARES TR | | US SML CP VALUE | 33,074 | 36,798 | +3,724 | $1,018,712 | $1,126,755 | +$108,043 | 2024-04-10 |
|---|
| Q1 2024 | FTSL
FIRST TR EXCHANGE-TRADED FD | | SENIOR LN FD | 39,668 | 41,810 | +2,142 | $1,827,517 | $1,932,057 | +$104,540 | 2024-04-10 |
|---|
| Q1 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 4,003 | 4,294 | +291 | $803,443 | $903,029 | +$99,586 | 2024-04-10 |
|---|
| Q1 2024 | SJNK
SPDR SER TR | | BLOOMBERG SHT TE | 13,948 | 17,479 | +3,531 | $350,660 | $440,818 | +$90,158 | 2024-04-10 |
|---|
| Q1 2024 | COMT
ISHARES U S ETF TR | | GSCI CMDTY STGY | 18,638 | 20,530 | +1,892 | $467,255 | $554,310 | +$87,055 | 2024-04-10 |
|---|
| Q1 2024 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 6,610 | 6,616 | +6 | $1,189,619 | $1,269,563 | +$79,944 | 2024-04-10 |
|---|
| Q1 2024 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 2,439 | 3,050 | +611 | $243,357 | $306,608 | +$63,251 | 2024-04-10 |
|---|
| Q1 2024 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 13,601 | 13,602 | +1 | $1,221,371 | $1,274,648 | +$53,277 | 2024-04-10 |
|---|
| Q1 2024 | EBND
SPDR SER TR | | BLOOMBERG EMERGI | 11,655 | 14,280 | +2,625 | $247,547 | $292,736 | +$45,189 | 2024-04-10 |
|---|
| Q1 2024 | FEMB
FIRST TR EXCH TRADED FD III | | EME MRK BD ETF | 51,643 | 54,782 | +3,139 | $1,504,358 | $1,543,211 | +$38,853 | 2024-04-10 |
|---|
| Q1 2024 | SCHH
SCHWAB STRATEGIC TR | | US REIT ETF | 25,019 | 27,307 | +2,288 | $518,137 | $554,326 | +$36,189 | 2024-04-10 |
|---|
| Q1 2024 | DFIC
DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 18,461 | 18,877 | +416 | $471,317 | $504,965 | +$33,648 | 2024-04-10 |
|---|
| Q1 2024 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 21,356 | 21,820 | +464 | $1,974,337 | $2,004,409 | +$30,072 | 2024-04-10 |
|---|
| Q1 2024 | ICSH
ISHARES TR | | BLACKROCK ULTRA | 4,296 | 4,818 | +522 | $216,354 | $243,611 | +$27,257 | 2024-04-10 |
|---|
| Q1 2024 | IVE
ISHARES TR | | S&P 500 VAL ETF | 1,949 | 1,951 | +2 | $338,917 | $364,472 | +$25,555 | 2024-04-10 |
|---|
| Q1 2024 | HYLS
FIRST TR EXCHANGE-TRADED FD | | FIRST TR TA HIYL | 48,352 | 49,188 | +836 | $2,009,996 | $2,028,022 | +$18,026 | 2024-04-10 |
|---|
| Q1 2024 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 9,614 | 9,885 | +271 | $465,803 | $476,567 | +$10,764 | 2024-04-10 |
|---|
| Q1 2024 | UCON
FIRST TR EXCHNG TRADED FD VI | | TCW UNCONSTRAI | 56,035 | 56,256 | +221 | $1,386,309 | $1,383,891 | -$2,418 | 2024-04-10 |
|---|
| Q1 2024 | NAC
NUVEEN CA QUALTY MUN INCOME | | COM | 10,287 | 10,325 | +38 | $114,080 | $113,782 | -$298 | 2024-04-10 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |