EWP
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Elevation Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Elevation Wealth Partners’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.8K Sell
788
-933
-54% -$32.9K 0.01% 292
2025
Q1 		$57.7K Hold
1,721
– – 0.02% 215
2024
Q4 		$61.7K Buy
+1,721
New +$61.7K 0.03% 207