Elevation Advisory Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
Other funds holding SDVD
SPIA
SI
LIA
Elevation Advisory Partners's SDVD Position: Q2 2026 in Review
Elevation Advisory Partners increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 18% in Q2 2026, buying an estimated $292K and bringing the position to 86,046 shares worth $1.99M. The position accounts for 2.04% of the portfolio, ranked #12.
Elevation Advisory Partners first reported a position in SDVD in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.
- Elevation Advisory Partners held 86,046 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.99M as of Q2 2026.
- Elevation Advisory Partners bought 12,908 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $292K.
- FT Vest SMID Rising Dividend Achievers Target Income ETF made up 2.04% of Elevation Advisory Partners's portfolio in Q2 2026, its #12 holding.
- Elevation Advisory Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
- 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.
Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.