Elevated Capital Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$871K	Buy	+46,190	New	+$894K	0.3%	101

Other funds holding HDV

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Elevated Capital Advisors's HDV Position: Q3 2021 in Review

Elevated Capital Advisors opened a new position in iShares Core High Dividend ETF (HDV) in Q3 2021: 46,190 shares worth $871K. The stake represents 0.3% of the portfolio and ranks #101 among its holdings.

521 funds tracked by Wall St. Rank hold HDV as of Q3 2021.

Elevated Capital Advisors held 46,190 shares of iShares Core High Dividend ETF worth $871K as of Q3 2021.
iShares Core High Dividend ETF was a new Elevated Capital Advisors position in Q3 2021.
iShares Core High Dividend ETF made up 0.3% of Elevated Capital Advisors's portfolio in Q3 2021, its #101 holding.
521 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2021.

Based on Elevated Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.