ECA
DALT

Elevated Capital Advisors’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Elevated Capital Advisors’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.41M Buy
+137,217
New +$1.39M 1.56% 22
2019
Q1 		$626K Buy
+84,112
New +$823K 0.41% 87

Other funds holding DALT

ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
BBA
Braun-Bostich & Associates Canonsburg, Pennsylvania $179M AUM 21.93% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Elevated Capital Advisors's DALT Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in Anfield Diversified Alternatives ETF (DALT) in Q4 2019: 137,217 shares worth $1.41M. The stake represents 1.56% of the portfolio and ranks #22 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in DALT as recently as Q1 2019.

Elevated Capital Advisors first reported a position in DALT in Q1 2019 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold DALT as of Q4 2019.

  • Elevated Capital Advisors held 137,217 shares of Anfield Diversified Alternatives ETF worth $1.41M as of Q4 2019.
  • Anfield Diversified Alternatives ETF was a new Elevated Capital Advisors position in Q4 2019.
  • Anfield Diversified Alternatives ETF made up 1.56% of Elevated Capital Advisors's portfolio in Q4 2019, its #22 holding.
  • Elevated Capital Advisors first reported a position in Anfield Diversified Alternatives ETF in Q1 2019 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.