Elevation Wealth Partners’s Fortis FTS Stock Holding History

Elevation Wealth Partners’s Portfolio FTS Stock Details FTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.3K	Hold	214	–	–	﹤0.01%	851
2026 Q2	$12.2K	Buy	+214	New	+$12.1K	﹤0.01%	746

Other funds holding FTS

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Elevation Wealth Partners held its Fortis (FTS) position steady in Q3 2026 at 214 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Elevation Wealth Partners first reported a position in FTS in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.2K in Q2 2026. 7 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

Elevation Wealth Partners held 214 shares of Fortis worth $11.3K as of Q3 2026.
Elevation Wealth Partners left its Fortis share count unchanged in Q3 2026.
Fortis made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #851 holding.
Elevation Wealth Partners first reported a position in Fortis in Q2 2026 and has held it in 2 quarters since.
Elevation Wealth Partners's Fortis position peaked at $12.2K in Q2 2026.
7 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

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