Elevated Financial Group’s BlackRock Large Cap Core ETF BLCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.58M	Buy	+114,011	New	+$5.62M	1.56%	14

Other funds holding BLCR

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Elevated Financial Group's BLCR Position: Q3 2026 in Review

Elevated Financial Group opened a new position in BlackRock Large Cap Core ETF (BLCR) in Q3 2026: 114,011 shares worth $5.58M. The stake represents 1.56% of the portfolio and ranks #14 among its holdings.

123 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

Elevated Financial Group held 114,011 shares of BlackRock Large Cap Core ETF worth $5.58M as of Q3 2026.
BlackRock Large Cap Core ETF was a new Elevated Financial Group position in Q3 2026.
BlackRock Large Cap Core ETF made up 1.56% of Elevated Financial Group's portfolio in Q3 2026, its #14 holding.
123 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.