Elevated Financial Group’s American Customer Satisfaction ETF ACSI Stock Holding History

Elevated Financial Group’s Portfolio ACSI Stock Details ACSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-14,762	Closed	-$952K	–	127
2026 Q1	$952K	Buy	+14,762	New	+$983K	0.31%	49

Other funds holding ACSI

SFG

Strive Financial Group Carmel, Indiana $230M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elevated Financial Group's ACSI Position: Q2 2026 in Review

Elevated Financial Group sold out of American Customer Satisfaction ETF (ACSI) in Q2 2026, closing a stake of 14,762 shares — an estimated $952K sold.

Elevated Financial Group first reported a position in ACSI in Q1 2026 and held it in 1 quarter. The position peaked at $952K in Q1 2026. 4 funds tracked by Wall St. Rank hold ACSI as of Q2 2026.

Elevated Financial Group reported no remaining American Customer Satisfaction ETF position as of Q2 2026 after selling out during the quarter.
Elevated Financial Group sold 14,762 American Customer Satisfaction ETF shares in Q2 2026, an estimated $952K.
Elevated Financial Group first reported a position in American Customer Satisfaction ETF in Q1 2026 and held it in 1 quarter.
Elevated Financial Group's American Customer Satisfaction ETF position peaked at $952K in Q1 2026.
4 funds tracked by Wall St. Rank held American Customer Satisfaction ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.