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.
- Q4 2024: Stock QUAL; Country of operation —; Class MSCI USA QLT FCT; Shares before 43,484.
- Q4 2024: Stock SPY; Country of operation —; Class TR UNIT; Shares before 25,402.
- Q4 2024: Stock SLYV; Country of operation —; Class S&P 600 SMCP VAL; Shares before 4,895.
- Q4 2024: Stock IYF; Country of operation —; Class U.S. FINLS ETF; Shares before 10,839.
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 |
|---|
| Q4 2024 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 43,484 | 96,753 | +53,269 | $7,796,618 | $17,229,705 | +$9,433,087 | 2025-01-13 |
|---|
| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 25,402 | 31,319 | +5,917 | $14,574,860 | $18,355,477 | +$3,780,617 | 2025-01-13 |
|---|
| Q4 2024 | SLYV
SPDR SER TR | | S&P 600 SMCP VAL | 4,895 | 46,184 | +41,289 | $424,956 | $4,029,516 | +$3,604,560 | 2025-01-13 |
|---|
| Q4 2024 | IYF
ISHARES TR | | U.S. FINLS ETF | 10,839 | 27,009 | +16,170 | $1,126,221 | $2,986,699 | +$1,860,478 | 2025-01-13 |
|---|
| Q4 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 4,274 | 11,605 | +7,331 | $944,084 | $2,564,323 | +$1,620,239 | 2025-01-13 |
|---|
| Q4 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 4,930 | 6,990 | +2,060 | $2,406,296 | $3,573,358 | +$1,167,062 | 2025-01-13 |
|---|
| Q4 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 74,038 | 305,837 | +231,799 | $7,713,330 | $8,523,690 | +$810,360 | 2025-01-13 |
|---|
| Q4 2024 | AGG
ISHARES TR | | CORE US AGGBD ET | 2,594 | 9,683 | +7,089 | $262,694 | $938,283 | +$675,589 | 2025-01-13 |
|---|
| Q4 2024 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 17,550 | 22,203 | +4,653 | $1,680,392 | $2,254,283 | +$573,891 | 2025-01-13 |
|---|
| Q4 2024 | SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 82,148 | 228,380 | +146,232 | $6,825,699 | $6,328,400 | -$497,299 | 2025-01-13 |
|---|
| Q4 2024 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 11,969 | 20,970 | +9,001 | $542,435 | $1,013,480 | +$471,045 | 2025-01-13 |
|---|
| Q4 2024 | IYW
ISHARES TR | | U.S. TECH ETF | 8,557 | 10,690 | +2,133 | $1,297,443 | $1,705,216 | +$407,773 | 2025-01-13 |
|---|
| Q4 2024 | GCOW
PACER FDS TR | | GLOBL CASH ETF | 25,534 | 39,384 | +13,850 | $931,736 | $1,328,816 | +$397,080 | 2025-01-13 |
|---|
| Q4 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 51,526 | 51,773 | +247 | $4,309,119 | $3,914,557 | -$394,562 | 2025-01-13 |
|---|
| Q4 2024 | SJNK
SPDR SER TR | | BLOOMBERG SHT TE | 27,260 | 40,510 | +13,250 | $701,949 | $1,022,872 | +$320,923 | 2025-01-13 |
|---|
| Q4 2024 | FTGS
FIRST TR EXCHANGE-TRADED FD | | GROWTH STRENGTH | 165,649 | 173,825 | +8,176 | $5,171,558 | $5,458,098 | +$286,540 | 2025-01-13 |
|---|
| Q4 2024 | SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 104,184 | 331,701 | +227,517 | $8,373,252 | $8,647,454 | +$274,202 | 2025-01-13 |
|---|
| Q4 2024 | FBND
FIDELITY MERRIMACK STR TR | | TOTAL BD ETF | 20,524 | 25,639 | +5,115 | $959,271 | $1,150,415 | +$191,144 | 2025-01-13 |
|---|
| Q4 2024 | RDVY
FIRST TR EXCHANGE-TRADED FD | | RISNG DIVD ACHIV | 110,890 | 114,203 | +3,313 | $6,565,790 | $6,753,975 | +$188,185 | 2025-01-13 |
|---|
| Q4 2024 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 75,550 | 78,569 | +3,019 | $3,464,741 | $3,285,774 | -$178,967 | 2025-01-13 |
|---|
| Q4 2024 | FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | 66,370 | 69,294 | +2,924 | $3,973,561 | $4,141,691 | +$168,130 | 2025-01-13 |
|---|
| Q4 2024 | PTNQ
PACER FDS TR | | TRENDPILOT 100 | 7,139 | 9,063 | +1,924 | $523,503 | $670,843 | +$147,340 | 2025-01-13 |
|---|
| Q4 2024 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 14,398 | 19,949 | +5,551 | $597,358 | $740,506 | +$143,148 | 2025-01-13 |
|---|
| Q4 2024 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 250,793 | 550,654 | +299,861 | $10,312,625 | $10,187,102 | -$125,523 | 2025-01-13 |
|---|
| Q4 2024 | PTLC
PACER FDS TR | | TRENDP US LAR CP | 26,096 | 27,900 | +1,804 | $1,371,350 | $1,490,981 | +$119,631 | 2025-01-13 |
|---|
| Q4 2024 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 4,660 | 5,844 | +1,184 | $469,210 | $586,352 | +$117,142 | 2025-01-13 |
|---|
| Q4 2024 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 15,762 | 16,730 | +968 | $1,512,336 | $1,614,964 | +$102,628 | 2025-01-13 |
|---|
| Q4 2024 | FEMB
FIRST TR EXCH TRADED FD III | | EME MRK BD ETF | 59,341 | 62,272 | +2,931 | $1,719,712 | $1,617,839 | -$101,873 | 2025-01-13 |
|---|
| Q4 2024 | FSIG
FIRST TR EXCHANGE-TRADED FD | | LIMITED DURATION | 186,959 | 194,916 | +7,957 | $3,589,612 | $3,678,060 | +$88,448 | 2025-01-13 |
|---|
| Q4 2024 | HYLS
FIRST TR EXCHANGE-TRADED FD | | FIRST TR TA HIYL | 99,143 | 102,734 | +3,591 | $4,160,021 | $4,245,977 | +$85,956 | 2025-01-13 |
|---|
| Q4 2024 | TOTL
SSGA ACTIVE ETF TR | | SPDR TR TACTIC | 72,393 | 78,230 | +5,837 | $2,997,088 | $3,081,480 | +$84,392 | 2025-01-13 |
|---|
| Q4 2024 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 39,221 | 111,372 | +72,151 | $2,608,985 | $2,528,148 | -$80,837 | 2025-01-13 |
|---|
| Q4 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 587 | 710 | +123 | $338,593 | $417,963 | +$79,370 | 2025-01-13 |
|---|
| Q4 2024 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 12,616 | 28,755 | +16,139 | $617,940 | $691,851 | +$73,911 | 2025-01-13 |
|---|
| Q4 2024 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 22,445 | 24,241 | +1,796 | $2,123,537 | $2,191,855 | +$68,318 | 2025-01-13 |
|---|
| Q4 2024 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 24,435 | 26,236 | +1,801 | $2,368,953 | $2,432,757 | +$63,804 | 2025-01-13 |
|---|
| Q4 2024 | IUSB
ISHARES TR | | CORE TOTAL USD | 6,274 | 7,874 | +1,600 | $295,642 | $355,907 | +$60,265 | 2025-01-13 |
|---|
| Q4 2024 | SCHH
SCHWAB STRATEGIC TR | | US REIT ETF | 27,842 | 28,121 | +279 | $645,092 | $592,222 | -$52,870 | 2025-01-13 |
|---|
| Q4 2024 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 35,475 | 72,667 | +37,192 | $1,826,939 | $1,879,166 | +$52,227 | 2025-01-13 |
|---|
| Q4 2024 | UCON
FIRST TR EXCHNG TRADED FD VI | | TCW UNCONSTRAI | 58,897 | 62,001 | +3,104 | $1,480,069 | $1,528,320 | +$48,251 | 2025-01-13 |
|---|
| Q4 2024 | INTF
ISHARES TR | | INTL EQTY FACTOR | 18,921 | 19,054 | +133 | $594,701 | $547,247 | -$47,454 | 2025-01-13 |
|---|
| Q4 2024 | BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 22,616 | 23,711 | +1,095 | $675,992 | $722,474 | +$46,482 | 2025-01-13 |
|---|
| Q4 2024 | DFIC
DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 19,845 | 19,947 | +102 | $558,425 | $515,527 | -$42,898 | 2025-01-13 |
|---|
| Q4 2024 | SDVY
FIRST TR EXCHANGE-TRADED FD | | SMID RISNG ETF | 79,187 | 81,473 | +2,286 | $2,880,817 | $2,920,795 | +$39,978 | 2025-01-13 |
|---|
| Q4 2024 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 706 | 747 | +41 | $271,141 | $306,691 | +$35,550 | 2025-01-13 |
|---|
| Q4 2024 | USVM
VICTORY PORTFOLIOS II | | USAA MSCI USA SM | 25,450 | 25,986 | +536 | $2,165,326 | $2,188,343 | +$23,017 | 2025-01-13 |
|---|
| Q4 2024 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 39,734 | 41,471 | +1,737 | $2,364,566 | $2,385,801 | +$21,235 | 2025-01-13 |
|---|
| Q4 2024 | CALF
PACER FDS TR | | PACER US SMALL | 38,673 | 41,301 | +2,628 | $1,799,047 | $1,817,675 | +$18,628 | 2025-01-13 |
|---|
| Q4 2024 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 4,302 | 4,713 | +411 | $337,154 | $352,196 | +$15,042 | 2025-01-13 |
|---|
| Q4 2024 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 7,671 | 7,822 | +151 | $1,540,090 | $1,550,224 | +$10,134 | 2025-01-13 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |