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 Q3	$39.4K	Buy	662 +2	+0.3%	+$128	0.01%	460
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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

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

Elevation Wealth Partners increased its Northern Trust Global Quality Real Estate ETF (GQRE) stake by 0.3% in Q3 2026, buying an estimated $128 and bringing the position to 662 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #460.

Elevation Wealth Partners first reported a position in GQRE in Q1 2023 and has held it in 15 quarters since. The position peaked at $42.2K in Q2 2026. 16 funds tracked by Wall St. Rank hold GQRE as of Q3 2026.

Elevation Wealth Partners held 662 shares of Northern Trust Global Quality Real Estate ETF worth $39.4K as of Q3 2026.
Elevation Wealth Partners bought 2 Northern Trust Global Quality Real Estate ETF shares in Q3 2026, an estimated $128.
Northern Trust Global Quality Real Estate ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #460 holding.
Elevation Wealth Partners first reported a position in Northern Trust Global Quality Real Estate ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Northern Trust Global Quality Real Estate ETF position peaked at $42.2K in Q2 2026.
16 funds tracked by Wall St. Rank held Northern Trust Global Quality Real Estate ETF as of Q3 2026.

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