Elevation Capital Advisory’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$15.5M	Buy	+105,927	New	+$15.4M	8.7%	4

Other funds holding VLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prostatis Group Hanover, Maryland $429M AUM 26.55% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

SWP

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Elevation Capital Advisory's VLU Position: Q2 2021 in Review

Elevation Capital Advisory opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2021: 105,927 shares worth $15.5M. The stake represents 8.7% of the portfolio and ranks #4 among its holdings.

40 funds tracked by Wall St. Rank hold VLU as of Q2 2021.

Elevation Capital Advisory held 105,927 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $15.5M as of Q2 2021.
State Street SPDR S&P 1500 Value Tilt ETF was a new Elevation Capital Advisory position in Q2 2021.
State Street SPDR S&P 1500 Value Tilt ETF made up 8.7% of Elevation Capital Advisory's portfolio in Q2 2021, its #4 holding.
40 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2021.

Based on Elevation Capital Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.