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Elevation Capital Advisory’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Elevation Capital Advisory’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-178,670
Closed -$7.24M – 84
2026
Q1 		$7.24M Buy
+178,670
New +$7.24M 3.08% 7

Other funds holding ULST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return

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

Elevation Capital Advisory sold out of State Street Ultra Short Term Bond ETF (ULST) in Q2 2026, closing a stake of 178,670 shares — an estimated $7.24M sold.

Elevation Capital Advisory first reported a position in ULST in Q1 2026 and held it in 1 quarter. The position peaked at $7.24M in Q1 2026. 116 funds tracked by Wall St. Rank hold ULST as of Q2 2026.

  • Elevation Capital Advisory reported no remaining State Street Ultra Short Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 178,670 State Street Ultra Short Term Bond ETF shares in Q2 2026, an estimated $7.24M.
  • Elevation Capital Advisory first reported a position in State Street Ultra Short Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Capital Advisory's State Street Ultra Short Term Bond ETF position peaked at $7.24M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q2 2026.

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