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EWG Elevate Inc. Historic Quarter Change: USA ETF, Added, 2025 Q1

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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.

  • Q1 2025: Stock AFMC; Country of operation —; Class ACTV FCTR MDCP; Shares before 21,633.
  • Q1 2025: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 710.
  • Q1 2025: Stock SJNK; Country of operation —; Class BLOOMBERG SHT TE; Shares before 40,510.
  • Q1 2025: Stock IYW; Country of operation —; Class U.S. TECH ETF; Shares before 10,690.

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
Q1 2025AFMC
FIRST TR EXCHNG TRADED FD VI		ACTV FCTR MDCP21,633196,129+174,496$683,278$5,974,079+$5,290,8012025-04-10
Q1 2025IVV
ISHARES TR		CORE S&P500 ETF7106,520+5,810$417,963$3,663,588+$3,245,6252025-04-10
Q1 2025SJNK
SPDR SER TR		BLOOMBERG SHT TE40,510147,895+107,385$1,022,872$3,721,046+$2,698,1742025-04-10
Q1 2025IYW
ISHARES TR		U.S. TECH ETF10,69029,518+18,828$1,705,216$4,145,539+$2,440,3232025-04-10
Q1 2025VUG
VANGUARD INDEX FDS		GROWTH ETF7477,042+6,295$306,691$2,611,207+$2,304,5162025-04-10
Q1 2025QQQ
INVESCO QQQ TR		UNIT SER 16,99011,049+4,059$3,573,358$5,180,966+$1,607,6082025-04-10
Q1 2025FBND
FIDELITY MERRIMACK STR TR		TOTAL BD ETF25,63951,814+26,175$1,150,415$2,365,313+$1,214,8982025-04-10
Q1 2025TOTL
SSGA ACTIVE ETF TR		SPDR TR TACTIC78,230102,734+24,504$3,081,480$4,139,157+$1,057,6772025-04-10
Q1 2025IVW
ISHARES TR		S&P 500 GRWT ETF22,20335,409+13,206$2,254,283$3,287,009+$1,032,7262025-04-10
Q1 2025PTLC
PACER FDS TR		TRENDP US LAR CP27,90047,055+19,155$1,490,981$2,420,988+$930,0072025-04-10
Q1 2025SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF305,837376,469+70,632$8,523,690$9,426,779+$903,0892025-04-10
Q1 2025SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF550,654559,188+8,534$10,187,102$11,060,730+$873,6282025-04-10
Q1 2025BOND
PIMCO ETF TR		ACTIVE BD ETF24,24133,085+8,844$2,191,855$3,059,339+$867,4842025-04-10
Q1 2025BALI
BLACKROCK ETF TRUST		ISHARES ADVANTAG650,652670,262+19,610$19,682,223$19,296,831-$385,3922025-04-10
Q1 2025IYZ
ISHARES TR		US TELECOM ETF97,794109,540+11,746$2,623,803$3,000,307+$376,5042025-04-10
Q1 2025SCHV
SCHWAB STRATEGIC TR		US LCAP VA ETF331,701337,726+6,025$8,647,454$8,976,747+$329,2932025-04-10
Q1 2025HYLS
FIRST TR EXCHANGE-TRADED FD		FIRST TR TA HIYL102,734109,093+6,359$4,245,977$4,477,162+$231,1852025-04-10
Q1 2025FSIG
FIRST TR EXCHANGE-TRADED FD		LIMITED DURATION194,916205,950+11,034$3,678,060$3,900,690+$222,6302025-04-10
Q1 2025XLK
SELECT SECTOR SPDR TR		TECHNOLOGY1,3272,523+1,196$308,526$521,003+$212,4772025-04-10
Q1 2025EEM
ISHARES TR		MSCI EMG MKT ETF78,56980,047+1,478$3,285,774$3,498,063+$212,2892025-04-10
Q1 2025IQLT
ISHARES TR		MSCI INTL QUALTY19,94923,993+4,044$740,506$952,281+$211,7752025-04-10
Q1 2025FTSM
FIRST TR EXCHANGE-TRADED FD		FIRST TR ENH NEW69,29472,704+3,410$4,141,691$4,350,587+$208,8962025-04-10
Q1 2025JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM41,47145,368+3,897$2,385,801$2,592,334+$206,5332025-04-10
Q1 2025FEMB
FIRST TR EXCH TRADED FD III		EME MRK BD ETF62,27267,387+5,115$1,617,839$1,812,028+$194,1892025-04-10
Q1 2025FTGS
FIRST TR EXCHANGE-TRADED FD		GROWTH STRENGTH173,825177,460+3,635$5,458,098$5,279,421-$178,6772025-04-10
Q1 2025SDVY
FIRST TR EXCHANGE-TRADED FD		SMID RISNG ETF81,47382,545+1,072$2,920,795$2,765,264-$155,5312025-04-10
Q1 2025SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF72,66774,879+2,212$1,879,166$1,754,413-$124,7532025-04-10
Q1 2025ARKW
ARK ETF TR		NEXT GNRTN INTER3,0984,810+1,712$334,546$455,383+$120,8372025-04-10
Q1 2025AVUV
AMERICAN CENTY ETF TR		US SML CP VALU16,73017,239+509$1,614,964$1,502,740-$112,2242025-04-10
Q1 2025UCON
FIRST TR EXCHNG TRADED FD VI		TCW UNCONSTRAI62,00166,272+4,271$1,528,320$1,640,231+$111,9112025-04-10
Q1 2025USVM
VICTORY PORTFOLIOS II		USAA MSCI USA SM25,98626,451+465$2,188,343$2,082,753-$105,5902025-04-10
Q1 2025IYF
ISHARES TR		U.S. FINLS ETF27,00927,069+60$2,986,699$3,054,702+$68,0032025-04-10
Q1 2025ICSH
ISHARES TR		ULTRA SHORT-TERM7,7038,761+1,058$388,478$444,179+$55,7012025-04-10
Q1 2025NMZ
NUVEEN MUN HIGH INCOME OPPOR		COM13,52517,825+4,300$146,205$194,471+$48,2662025-04-10
Q1 2025MINT
PIMCO ETF TR		ENHAN SHRT MA AC5,8446,237+393$586,352$627,603+$41,2512025-04-10
Q1 2025IUSB
ISHARES TR		CORE TOTAL USD7,8748,421+547$355,907$388,059+$32,1522025-04-10
Q1 2025SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES28,75529,717+962$691,851$723,314+$31,4632025-04-10
Q1 2025FDN
FIRST TR EXCHANGE-TRADED FD		DJ INTERNT IDX1,5431,830+287$375,211$406,535+$31,3242025-04-10
Q1 2025IZRL
ARK ETF TR		ISRAEL INOVATE15,45617,577+2,121$346,054$377,027+$30,9732025-04-10
Q1 2025VBR
VANGUARD INDEX FDS		SM CP VAL ETF7,8228,195+373$1,550,224$1,526,555-$23,6692025-04-10
Q1 2025IWP
ISHARES TR		RUS MD CP GR ETF12,54913,713+1,164$1,590,577$1,611,116+$20,5392025-04-10
Q1 2025PTNQ
PACER FDS TR		TRENDPILOT 1009,0639,537+474$670,843$677,222+$6,3792025-04-10

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