Tanager Wealth Management
ELM icon

Tanager Wealth Management’s Elm Market Navigator ETF ELM Stock Holding History

Tanager Wealth Management’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
Q3 		$3.77M Hold
129,100
– – 0.31% 37
2026
Q2 		$3.78M Hold
129,100
– – 0.33% 37
2026
Q1 		$3.5M Buy
129,100
+6,480
+5% +$181K 0.34% 35
2025
Q4 		$3.34M Buy
+122,620
New +$3.38M 0.33% 35

Other funds holding ELM

Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Tanager Wealth Management's ELM Position: Q3 2026 in Review

Tanager Wealth Management held its Elm Market Navigator ETF (ELM) position steady in Q3 2026 at 129,100 shares worth $3.77M. The position accounts for 0.31% of the portfolio, ranked #37.

Tanager Wealth Management first reported a position in ELM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.78M in Q2 2026. 19 funds tracked by Wall St. Rank hold ELM as of Q3 2026.

  • Tanager Wealth Management held 129,100 shares of Elm Market Navigator ETF worth $3.77M as of Q3 2026.
  • Tanager Wealth Management left its Elm Market Navigator ETF share count unchanged in Q3 2026.
  • Elm Market Navigator ETF made up 0.31% of Tanager Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Tanager Wealth Management first reported a position in Elm Market Navigator ETF in Q4 2025 and has held it in 4 quarters since.
  • Tanager Wealth Management's Elm Market Navigator ETF position peaked at $3.78M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.