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Elevation Wealth Partners’s IDEX IEX Stock Holding History

Elevation Wealth Partners’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.5K Buy
147
+44
+43% +$10K 0.01% 501
2026
Q2 		$23.4K Buy
103
+89
+636% +$18.8K 0.01% 532
2026
Q1 		$2.65K Buy
+14
New +$2.76K ﹤0.01% 859

Other funds holding IEX

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

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

Elevation Wealth Partners increased its IDEX (IEX) stake by 43% in Q3 2026, buying an estimated $10K and bringing the position to 147 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #501.

Elevation Wealth Partners first reported a position in IEX in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

  • Elevation Wealth Partners held 147 shares of IDEX worth $33.5K as of Q3 2026.
  • Elevation Wealth Partners bought 44 IDEX shares in Q3 2026, an estimated $10K.
  • IDEX made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #501 holding.
  • Elevation Wealth Partners first reported a position in IDEX in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

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