ECA
FLOT icon

Elevated Capital Advisors’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Elevated Capital Advisors’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-46,031
Closed -$2.32M – 170
2022
Q4 		$2.32M Buy
46,031
+30,256
+192% +$1.52M 0.88% 34
2022
Q3 		$793K Buy
+15,775
New +$792K 0.31% 105
2022
Q1 		$804K Buy
+15,907
New +$805K 0.27% 110
2021
Q3 		$430K Buy
+8,460
New +$430K 0.15% 139
2021
Q1 		$527K Sell
10,381
-627
-6% -$31.9K 0.2% 128
2020
Q4 		$558K Buy
11,008
+949
+9% +$48.1K 0.24% 123
2020
Q3 		$510K Sell
10,059
-21
-0.2% -$1.06K 0.24% 118
2020
Q2 		$511K Buy
+10,080
New +$504K 0.24% 123
2019
Q4 		$831K Buy
+16,310
New +$831K 0.92% 32
2019
Q1 		$945K Buy
+18,998
New +$963K 0.62% 48

Other funds holding FLOT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return