HA
ELM

Hegarty Advisors’s Elm Market Navigator ETF ELM Stock Holding History

Hegarty Advisors’s Portfolio ELM Stock Details ELM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,735
Closed -$347K – 62
2025
Q4 		$347K Buy
+12,735
New +$351K 0.3% 42

Other funds holding ELM

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Hegarty Advisors's ELM Position: Q1 2026 in Review

Hegarty Advisors sold out of Elm Market Navigator ETF (ELM) in Q1 2026, closing a stake of 12,735 shares — an estimated $347K sold.

Hegarty Advisors first reported a position in ELM in Q4 2025 and held it in 1 quarter. The position peaked at $347K in Q4 2025. 13 funds tracked by Wall St. Rank hold ELM as of Q1 2026.

  • Hegarty Advisors reported no remaining Elm Market Navigator ETF position as of Q1 2026 after selling out during the quarter.
  • Hegarty Advisors sold 12,735 Elm Market Navigator ETF shares in Q1 2026, an estimated $347K.
  • Hegarty Advisors first reported a position in Elm Market Navigator ETF in Q4 2025 and held it in 1 quarter.
  • Hegarty Advisors's Elm Market Navigator ETF position peaked at $347K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q1 2026.

Based on Hegarty Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.