Elevation Capital Advisory’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Elevation Capital Advisory’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$915K	Sell	48,356 -5,788	-11%	-$111K	0.35%	52
2026 Q1	$1.04M	Buy	+54,144	New	+$1.04M	0.44%	55
2025 Q4	–	Sell	-322,961	Closed	-$6.23M	–	82
2025 Q3	$6.23M	Sell	322,961 -55,448	-15%	-$1.07M	2.49%	17
2025 Q2	$7.24M	Buy	378,409 +67,875	+22%	+$1.29M	2.9%	14
2025 Q1	$5.96M	Buy	+310,534	New	+$5.84M	2.6%	18

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Elevation Capital Advisory's TIPX Position: Q2 2026 in Review

Elevation Capital Advisory reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 11% in Q2 2026, selling an estimated $111K and leaving 48,356 shares worth $915K. The position accounts for 0.35% of the portfolio, ranked #52.

Elevation Capital Advisory first reported a position in TIPX in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.24M in Q2 2025. 151 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Elevation Capital Advisory held 48,356 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $915K as of Q2 2026.
Elevation Capital Advisory sold 5,788 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $111K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.35% of Elevation Capital Advisory's portfolio in Q2 2026, its #52 holding.
Elevation Capital Advisory first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2025 and has held it in 5 quarters since.
Elevation Capital Advisory's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $7.24M in Q2 2025.
151 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.