Elevation Wealth Partners’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.6K	Hold	73	–	–	0.01%	470
2026 Q1	$18.7K	Hold	73	–	–	0.01%	392
2025 Q4	$20.3K	Hold	73	–	–	0.01%	367
2025 Q3	$19.9K	Hold	73	–	–	0.01%	329
2025 Q2	$17.3K	Hold	73	–	–	0.01%	329
2025 Q1	$14K	Hold	73	–	–	0.01%	342
2024 Q4	$14.7K	Hold	73	–	–	0.01%	337
2024 Q3	$14.4K	Buy	73 +4	+6%	+$755	0.01%	323
2024 Q2	$13.4K	Hold	69	–	–	0.01%	324
2024 Q1	$12.5K	Buy	69 +1	+1%	+$175	0.01%	337
2023 Q4	$9.35K	Hold	68	–	–	0.01%	337
2023 Q3	$9.35K	Hold	68	–	–	0.01%	249
2023 Q2	$9.55K	Buy	68 +6	+10%	+$753	0.01%	256
2023 Q1	$7.56K	Buy	+62	New	+$6.93K	0.01%	272

Other funds holding XNTK

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return