Elevated Capital Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Elevated Capital Advisors’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.33M	Buy	+44,728	New	+$1.36M	0.52%	63

Other funds holding BWX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Elevated Capital Advisors's BWX Position: Q1 2021 in Review

Elevated Capital Advisors opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2021: 44,728 shares worth $1.33M. The stake represents 0.52% of the portfolio and ranks #63 among its holdings.

149 funds tracked by Wall St. Rank hold BWX as of Q1 2021.

Elevated Capital Advisors held 44,728 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $1.33M as of Q1 2021.
State Street SPDR Bloomberg International Treasury Bond ETF was a new Elevated Capital Advisors position in Q1 2021.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.52% of Elevated Capital Advisors's portfolio in Q1 2021, its #63 holding.
149 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.