Larson Financial Group’s Elm Market Navigator ETF ELM Stock Holding History

Larson Financial Group’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 Q2	$35.2K	Buy	+1,200	New	+$34.5K	﹤0.01%	1684

Other funds holding ELM

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Larson Financial Group's ELM Position: Q2 2026 in Review

Larson Financial Group opened a new position in Elm Market Navigator ETF (ELM) in Q2 2026: 1,200 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings.

15 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

Larson Financial Group held 1,200 shares of Elm Market Navigator ETF worth $35.2K as of Q2 2026.
Elm Market Navigator ETF was a new Larson Financial Group position in Q2 2026.
Elm Market Navigator ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1684 holding.
15 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.