Elevated Capital Advisors’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,468	Closed	-$274K	–	178
2023 Q4	$274K	Buy	+4,468	New	+$255K	0.09%	162

Other funds holding CDEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elevated Capital Advisors's CDEI Position: Q1 2024 in Review

Elevated Capital Advisors sold out of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q1 2024, closing a stake of 4,468 shares — an estimated $274K sold.

Elevated Capital Advisors first reported a position in CDEI in Q4 2023 and held it in 1 quarter. The position peaked at $274K in Q4 2023. 2 funds tracked by Wall St. Rank hold CDEI as of Q1 2024.

Elevated Capital Advisors reported no remaining Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position as of Q1 2024 after selling out during the quarter.
Elevated Capital Advisors sold 4,468 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF shares in Q1 2024, an estimated $274K.
Elevated Capital Advisors first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q4 2023 and held it in 1 quarter.
Elevated Capital Advisors's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $274K in Q4 2023.
2 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q1 2024.

Based on Elevated Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.