Collaborative Capital Advisors’s Elm Market Navigator ETF ELM Stock Holding History

Collaborative Capital Advisors’s Portfolio ELM Stock Details ELM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$343K	Buy	+11,738	New	+$345K	0.21%	64

Other funds holding ELM

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Collaborative Capital Advisors's ELM Position: Q3 2026 in Review

Collaborative Capital Advisors opened a new position in Elm Market Navigator ETF (ELM) in Q3 2026: 11,738 shares worth $343K. The stake represents 0.21% of the portfolio and ranks #64 among its holdings.

13 funds tracked by Wall St. Rank hold ELM as of Q3 2026.

Collaborative Capital Advisors held 11,738 shares of Elm Market Navigator ETF worth $343K as of Q3 2026.
Elm Market Navigator ETF was a new Collaborative Capital Advisors position in Q3 2026.
Elm Market Navigator ETF made up 0.21% of Collaborative Capital Advisors's portfolio in Q3 2026, its #64 holding.
13 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q3 2026.

Based on Collaborative Capital Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.