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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
Q3 		$316K Buy
10,811
+2,459
+29% +$72.4K 0.08% 144
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

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

COWA LLC's ELM Position: Q3 2026 in Review

COWA LLC increased its Elm Market Navigator ETF (ELM) stake by 29% in Q3 2026, buying an estimated $72.4K and bringing the position to 10,811 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #144.

COWA LLC first reported a position in ELM in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold ELM as of Q3 2026.

  • COWA LLC held 10,811 shares of Elm Market Navigator ETF worth $316K as of Q3 2026.
  • COWA LLC bought 2,459 Elm Market Navigator ETF shares in Q3 2026, an estimated $72.4K.
  • Elm Market Navigator ETF made up 0.08% of COWA LLC's portfolio in Q3 2026, its #144 holding.
  • COWA LLC first reported a position in Elm Market Navigator ETF in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.