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Elevation Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Elevation Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-862
Closed -$296K – 143
2025
Q4 		$296K Buy
+862
New +$293K 0.28% 95

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Elevation Wealth Management's OEF Position: Q1 2026 in Review

Elevation Wealth Management sold out of iShares S&P 100 ETF (OEF) in Q1 2026, closing a stake of 862 shares — an estimated $296K sold.

Elevation Wealth Management first reported a position in OEF in Q4 2025 and held it in 1 quarter. The position peaked at $296K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Elevation Wealth Management reported no remaining iShares S&P 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Management sold 862 iShares S&P 100 ETF shares in Q1 2026, an estimated $296K.
  • Elevation Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2025 and held it in 1 quarter.
  • Elevation Wealth Management's iShares S&P 100 ETF position peaked at $296K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Elevation Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.