EWP
ASPY

Elevation Wealth Partners’s ASYMmetric Smart S&P 500 ETF ASPY Stock Holding History

Elevation Wealth Partners’s Portfolio ASPY Stock Details ASPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-186
Closed -$4.74K – 515
2023
Q4 		$4.74K Hold
186
– – ﹤0.01% 371
2023
Q3 		$4.74K Hold
186
– – ﹤0.01% 279
2023
Q2 		$4.87K Hold
186
– – ﹤0.01% 282
2023
Q1 		$4.87K Buy
+186
New +$4.86K ﹤0.01% 288

Elevation Wealth Partners's ASPY Position: Q1 2024 in Review

Elevation Wealth Partners sold out of ASYMmetric Smart S&P 500 ETF (ASPY) in Q1 2024, closing a stake of 186 shares — an estimated $4.74K sold.

Elevation Wealth Partners first reported a position in ASPY in Q1 2023 and held it in 4 quarters. The position peaked at $4.87K in Q2 2023. 0 funds tracked by Wall St. Rank hold ASPY as of Q1 2024.

  • Elevation Wealth Partners reported no remaining ASYMmetric Smart S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 186 ASYMmetric Smart S&P 500 ETF shares in Q1 2024, an estimated $4.74K.
  • Elevation Wealth Partners first reported a position in ASYMmetric Smart S&P 500 ETF in Q1 2023 and held it in 4 quarters.
  • Elevation Wealth Partners's ASYMmetric Smart S&P 500 ETF position peaked at $4.87K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held ASYMmetric Smart S&P 500 ETF as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.