Elevation Wealth Partners’s Northern Trust Global Quality Real Estate ETF GQRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.2K	Buy	660 +3	+0.5%	+$191	0.01%	350
2026 Q1	$39.2K	Buy	657 +1	+0.2%	+$62	0.01%	277
2025 Q4	$38.6K	Buy	656 +9	+1%	+$539	0.01%	276
2025 Q3	$39.4K	Buy	647 +3	+0.5%	+$181	0.01%	268
2025 Q2	$38.4K	Buy	644 +3	+0.5%	+$174	0.02%	263
2025 Q1	$37.1K	Buy	641 +1	+0.2%	+$58	0.02%	261
2024 Q4	$36.5K	Buy	640 +5	+0.8%	+$302	0.02%	263
2024 Q3	$39.6K	Buy	635 +2	+0.3%	+$118	0.02%	243
2024 Q2	$34.5K	Buy	633 +3	+0.5%	+$164	0.02%	249
2024 Q1	$35.8K	Buy	630 +3	+0.5%	+$164	0.02%	252
2023 Q4	$30.7K	Hold	627	–	–	0.02%	242
2023 Q3	$30.7K	Buy	627 +2	+0.3%	+$105	0.03%	179
2023 Q2	$33.2K	Buy	625 +2	+0.3%	+$105	0.03%	184
2023 Q1	$33K	Buy	+623	New	+$33.9K	0.03%	189

Other funds holding GQRE

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

MTIC

Missouri Trust & Investment Company Springfield, Missouri $368M AUM 20.94% 1-Year Est. Return

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

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Elevation Wealth Partners's GQRE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Northern Trust Global Quality Real Estate ETF (GQRE) stake by 0.46% in Q2 2026, buying an estimated $191 and bringing the position to 660 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #350.

Elevation Wealth Partners first reported a position in GQRE in Q1 2023 and has held it in 14 quarters since. 56 funds tracked by Wall St. Rank hold GQRE as of Q2 2026.

Elevation Wealth Partners held 660 shares of Northern Trust Global Quality Real Estate ETF worth $42.2K as of Q2 2026.
Elevation Wealth Partners bought 3 Northern Trust Global Quality Real Estate ETF shares in Q2 2026, an estimated $191.
Northern Trust Global Quality Real Estate ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #350 holding.
Elevation Wealth Partners first reported a position in Northern Trust Global Quality Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
56 funds tracked by Wall St. Rank held Northern Trust Global Quality Real Estate ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.