Elevated Capital Advisors’s iShares Global Equity Factor ETF GLOF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.3K	Hold	1,138	–	–	0.01%	327
2025 Q4	$60.1K	Buy	+1,138	New	+$59.5K	0.01%	337
2024 Q4	–	Sell	-13,060	Closed	-$585K	–	264
2024 Q3	$585K	Sell	13,060 -64	-0.5%	-$2.75K	0.16%	192
2024 Q2	$556K	Buy	13,124 +926	+8%	+$38.3K	0.16%	167
2024 Q1	$504K	Sell	12,198 -178	-1%	-$7.02K	0.14%	134
2023 Q4	$469K	Sell	12,376 -242	-2%	-$8.63K	0.15%	134
2023 Q3	$434K	Buy	12,618 +232	+2%	+$8.23K	0.15%	131
2023 Q2	$438K	Buy	12,386 +1,989	+19%	+$68.1K	0.15%	142
2023 Q1	$350K	Sell	10,397 -346	-3%	-$11.4K	0.13%	142
2022 Q4	$341K	Sell	10,743 -1,566	-13%	-$49.8K	0.13%	133
2022 Q3	$359K	Buy	+12,309	New	+$394K	0.14%	128
2022 Q1	$217K	Buy	+5,874	New	+$218K	0.07%	170
2019 Q4	$580K	Buy	+18,599	New	+$560K	0.64%	43
2019 Q1	$966K	Buy	+38,284	New	+$1.09M	0.64%	44

Other funds holding GLOF

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

DCM

DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Elevated Capital Advisors's GLOF Position: Q1 2026 in Review

Elevated Capital Advisors held its iShares Global Equity Factor ETF (GLOF) position steady in Q1 2026 at 1,138 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #327.

Elevated Capital Advisors first reported a position in GLOF in Q1 2019 and has held it in 14 quarters since. The position peaked at $966K in Q1 2019. 66 funds tracked by Wall St. Rank hold GLOF as of Q1 2026.

Elevated Capital Advisors held 1,138 shares of iShares Global Equity Factor ETF worth $59.3K as of Q1 2026.
Elevated Capital Advisors left its iShares Global Equity Factor ETF share count unchanged in Q1 2026.
iShares Global Equity Factor ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #327 holding.
Elevated Capital Advisors first reported a position in iShares Global Equity Factor ETF in Q1 2019 and has held it in 14 quarters since.
Elevated Capital Advisors's iShares Global Equity Factor ETF position peaked at $966K in Q1 2019.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.