ECA
PEO

Elevated Capital Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Elevated Capital Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.45K Hold
140
– – ﹤0.01% 598
2026
Q1 		$3.88K Buy
+140
New +$3.54K ﹤0.01% 576

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Elevated Capital Advisors's PEO Position: Q2 2026 in Review

Elevated Capital Advisors held its Adams Natural Resources Fund (PEO) position steady in Q2 2026 at 140 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Elevated Capital Advisors first reported a position in PEO in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.88K in Q1 2026. 99 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Elevated Capital Advisors held 140 shares of Adams Natural Resources Fund worth $3.45K as of Q2 2026.
  • Elevated Capital Advisors left its Adams Natural Resources Fund share count unchanged in Q2 2026.
  • Adams Natural Resources Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #598 holding.
  • Elevated Capital Advisors first reported a position in Adams Natural Resources Fund in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Adams Natural Resources Fund position peaked at $3.88K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.