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EWG Elevate Inc. Historic Quarter Change: USA ETF, Added, 2024 Q2

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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.

  • Q2 2024: Stock IWY; Country of operation —; Class RUS TP200 GR ETF; Shares before 3,439.
  • Q2 2024: Stock IOO; Country of operation —; Class GLOBAL 100 ETF; Shares before 11,275.
  • Q2 2024: Stock IJK; Country of operation —; Class S&P MC 400GR ETF; Shares before 2,635.
  • Q2 2024: Stock XBI; Country of operation —; Class S&P BIOTECH; Shares before 2,483.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024IWY
ISHARES TR		RUS TP200 GR ETF3,43926,555+23,116$670,934$5,696,475+$5,025,5412024-07-16
Q2 2024IOO
ISHARES TR		GLOBAL 100 ETF11,27559,789+48,514$1,008,093$5,774,469+$4,766,3762024-07-16
Q2 2024IJK
ISHARES TR		S&P MC 400GR ETF2,63534,831+32,196$240,447$3,068,990+$2,828,5432024-07-16
Q2 2024XBI
SPDR SER TR		S&P BIOTECH2,48323,289+20,806$235,595$2,159,148+$1,923,5532024-07-16
Q2 2024IVW
ISHARES TR		S&P 500 GRWT ETF49,98654,754+4,768$4,220,816$5,066,904+$846,0882024-07-16
Q2 2024LMBS
FIRST TR EXCHANGE-TRADED FD		FST LOW OPPT EFT209,050218,045+8,995$10,086,639$10,477,063+$390,4242024-07-16
Q2 2024SJNK
SPDR SER TR		BLOOMBERG SHT TE17,47925,639+8,160$440,818$640,215+$199,3972024-07-16
Q2 2024PTLC
PACER FDS TR		TRENDP US LAR CP23,69326,361+2,668$1,130,634$1,311,728+$181,0942024-07-16
Q2 2024FBND
FIDELITY MERRIMACK STR TR		TOTAL BD ETF15,38519,229+3,844$697,075$863,969+$166,8942024-07-16
Q2 2024FSIG
FIRST TR EXCHANGE-TRADED FD		LIMITED DURATION178,667187,184+8,517$3,353,571$3,507,820+$154,2492024-07-16
Q2 2024FTSM
FIRST TR EXCHANGE-TRADED FD		FIRST TR ENH NEW63,07165,661+2,590$3,760,264$3,913,378+$153,1142024-07-16
Q2 2024TOTL
SSGA ACTIVE ETF TR		SPDR TR TACTIC70,44574,790+4,345$2,821,308$2,970,675+$149,3672024-07-16
Q2 2024MINT
PIMCO ETF TR		ENHAN SHRT MA AC3,0504,513+1,463$306,608$454,240+$147,6322024-07-16
Q2 2024SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES9,88512,783+2,898$476,567$615,244+$138,6772024-07-16
Q2 2024PTNQ
PACER FDS TR		TRENDPILOT 1004,9366,417+1,481$339,004$462,602+$123,5982024-07-16
Q2 2024MOAT
VANECK ETF TRUST		MRNGSTR WDE MOAT29,42231,966+2,544$2,645,076$2,768,557+$123,4812024-07-16
Q2 2024EEM
ISHARES TR		MSCI EMG MKT ETF74,32374,488+165$3,053,204$3,172,461+$119,2572024-07-16
Q2 2024AVUV
AMERICAN CENTY ETF TR		US SML CP VALU13,60215,524+1,922$1,274,648$1,392,809+$118,1612024-07-16
Q2 2024EBND
SPDR SER TR		BLOOMBERG EMERGI14,28020,650+6,370$292,736$410,731+$117,9952024-07-16
Q2 2024VBR
VANGUARD INDEX FDS		SM CP VAL ETF6,6167,530+914$1,269,563$1,374,457+$104,8942024-07-16
Q2 2024USVM
VICTORY PORTFOLIOS II		USAA MSCI USA SM22,97224,965+1,993$1,846,314$1,940,050+$93,7362024-07-16
Q2 2024ICSH
ISHARES TR		BLACKROCK ULTRA4,8186,622+1,804$243,611$334,588+$90,9772024-07-16
Q2 2024CALF
PACER FDS TR		PACER US SMALL45,37453,172+7,798$2,230,592$2,316,178+$85,5862024-07-16
Q2 2024SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF54,76855,084+316$2,696,767$2,613,737-$83,0302024-07-16
Q2 2024BOND
PIMCO ETF TR		ACTIVE BD ETF21,82022,867+1,047$2,004,409$2,082,767+$78,3582024-07-16
Q2 2024UCON
FIRST TR EXCHNG TRADED FD VI		TCW UNCONSTRAI56,25659,515+3,259$1,383,891$1,455,144+$71,2532024-07-16
Q2 2024ITB
ISHARES TR		US HOME CONS ETF11,52312,525+1,002$1,334,045$1,265,727-$68,3182024-07-16
Q2 2024HYLS
FIRST TR EXCHANGE-TRADED FD		FIRST TR TA HIYL49,18851,342+2,154$2,028,022$2,086,036+$58,0142024-07-16
Q2 2024FEMB
FIRST TR EXCH TRADED FD III		EME MRK BD ETF54,78258,742+3,960$1,543,211$1,596,030+$52,8192024-07-16
Q2 2024FTSL
FIRST TR EXCHANGE-TRADED FD		SENIOR LN FD41,81043,387+1,577$1,932,057$1,983,235+$51,1782024-07-16
Q2 2024SCHH
SCHWAB STRATEGIC TR		US REIT ETF27,30730,008+2,701$554,326$599,254+$44,9282024-07-16
Q2 2024SPYG
SPDR SER TR		PRTFLO S&P500 GW5,0415,046+5$368,759$404,347+$35,5882024-07-16
Q2 2024SVAL
ISHARES TR		US SML CP VALUE36,79839,650+2,852$1,126,755$1,157,780+$31,0252024-07-16
Q2 2024EPI
WISDOMTREE TR		INDIA ERNGS FD5,0725,186+114$220,953$250,399+$29,4462024-07-16
Q2 2024COMT
ISHARES U S ETF TR		GSCI CMDTY STGY20,53021,221+691$554,310$579,546+$25,2362024-07-16
Q2 2024IBB
ISHARES TR		ISHARES BIOTECH2,5652,745+180$351,969$376,779+$24,8102024-07-16
Q2 2024DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY18,87720,000+1,123$504,965$525,787+$20,8222024-07-16
Q2 2024IWM
ISHARES TR		RUSSELL 2000 ETF4,2944,358+64$903,029$884,195-$18,8342024-07-16
Q2 2024EFA
ISHARES TR		MSCI EAFE ETF49,24750,048+801$3,932,877$3,920,260-$12,6172024-07-16
Q2 2024COWZ
PACER FDS TR		US CASH COWS 1008,7049,395+691$505,789$511,934+$6,1452024-07-16
Q2 2024NAC
NUVEEN CA QUALTY MUN INCOME		COM10,32510,343+18$113,782$119,259+$5,4772024-07-16
Q2 2024BIV
VANGUARD BD INDEX FDS		INTERMED TERM4,1814,192+11$315,221$313,945-$1,2762024-07-16

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