CL
ELM

COWA LLC’s Elm Market Navigator ETF ELM Stock Holding History

COWA LLC’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
Q2 		$245K Sell
8,352
-1,572
-16% -$45.2K 0.06% 162
2026
Q1 		$269K Buy
+9,924
New +$276K 0.07% 135

Other funds holding ELM

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

COWA LLC's ELM Position: Q2 2026 in Review

COWA LLC reduced its Elm Market Navigator ETF (ELM) stake by 16% in Q2 2026, selling an estimated $45.2K and leaving 8,352 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #162.

COWA LLC first reported a position in ELM in Q1 2026 and has held it in 2 quarters since. The position peaked at $269K in Q1 2026. 15 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

  • COWA LLC held 8,352 shares of Elm Market Navigator ETF worth $245K as of Q2 2026.
  • COWA LLC sold 1,572 Elm Market Navigator ETF shares in Q2 2026, an estimated $45.2K.
  • Elm Market Navigator ETF made up 0.06% of COWA LLC's portfolio in Q2 2026, its #162 holding.
  • COWA LLC first reported a position in Elm Market Navigator ETF in Q1 2026 and has held it in 2 quarters since.
  • COWA LLC's Elm Market Navigator ETF position peaked at $269K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.