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Elevation Capital Advisory’s Adaptive Core ETF RULE Stock Holding History

Elevation Capital Advisory’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,723
Closed -$388K – 72
2024
Q4 		$388K Sell
17,723
-21,580
-55% -$486K 0.17% 37
2024
Q3 		$860K Sell
39,303
-245,528
-86% -$5.32M 0.38% 38
2024
Q2 		$6.18M Buy
+284,831
New +$6.15M 2.82% 14

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elevation Capital Advisory's RULE Position: Q1 2025 in Review

Elevation Capital Advisory sold out of Adaptive Core ETF (RULE) in Q1 2025, closing a stake of 17,723 shares — an estimated $388K sold.

Elevation Capital Advisory first reported a position in RULE in Q2 2024 and held it in 3 quarters. The position peaked at $6.18M in Q2 2024. 5 funds tracked by Wall St. Rank hold RULE as of Q1 2025.

  • Elevation Capital Advisory reported no remaining Adaptive Core ETF position as of Q1 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 17,723 Adaptive Core ETF shares in Q1 2025, an estimated $388K.
  • Elevation Capital Advisory first reported a position in Adaptive Core ETF in Q2 2024 and held it in 3 quarters.
  • Elevation Capital Advisory's Adaptive Core ETF position peaked at $6.18M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q1 2025.

Based on Elevation Capital Advisory's 13F filing for Q1 2025, filed 13 May 2025.