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Elevation Wealth Partners’s ATI ATI Stock Holding History

Elevation Wealth Partners’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.89K Hold
10
– – ﹤0.01% 1243
2026
Q2 		$1.97K Buy
+10
New +$1.7K ﹤0.01% 1207

Other funds holding ATI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's ATI Position: Q3 2026 in Review

Elevation Wealth Partners held its ATI (ATI) position steady in Q3 2026 at 10 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Elevation Wealth Partners first reported a position in ATI in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.97K in Q2 2026. 24 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Elevation Wealth Partners held 10 shares of ATI worth $1.89K as of Q3 2026.
  • Elevation Wealth Partners left its ATI share count unchanged in Q3 2026.
  • ATI made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1243 holding.
  • Elevation Wealth Partners first reported a position in ATI in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's ATI position peaked at $1.97K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.