Elevated Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$686K	Buy	+11,650	New	+$738K	0.23%	118
2021 Q3	$730K	Buy	+12,060	New	+$694K	0.25%	115
2021 Q1	$561K	Buy	10,077 +814	+9%	+$43.1K	0.22%	120
2020 Q4	$420K	Buy	9,263 +1,922	+26%	+$77.5K	0.18%	135
2020 Q3	$310K	Buy	7,341 +732	+11%	+$24.7K	0.15%	139
2020 Q2	$232K	Buy	+6,609	New	+$216K	0.11%	145

Other funds holding IAT

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Elevated Capital Advisors's IAT Position: Q1 2022 in Review

Elevated Capital Advisors opened a new position in iShares US Regional Banks ETF (IAT) in Q1 2022: 11,650 shares worth $686K. The stake represents 0.23% of the portfolio and ranks #118 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in IAT as recently as Q3 2021.

Elevated Capital Advisors first reported a position in IAT in Q2 2020 and has held it in 6 quarters since. The position peaked at $730K in Q3 2021. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2022.

Elevated Capital Advisors held 11,650 shares of iShares US Regional Banks ETF worth $686K as of Q1 2022.
iShares US Regional Banks ETF was a new Elevated Capital Advisors position in Q1 2022.
iShares US Regional Banks ETF made up 0.23% of Elevated Capital Advisors's portfolio in Q1 2022, its #118 holding.
Elevated Capital Advisors first reported a position in iShares US Regional Banks ETF in Q2 2020 and has held it in 6 quarters since.
Elevated Capital Advisors's iShares US Regional Banks ETF position peaked at $730K in Q3 2021.
169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2022.

Based on Elevated Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.