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 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

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return

OBWG

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tanager Wealth Management's ELM Position: Q2 2026 in Review

Tanager Wealth Management held its Elm Market Navigator ETF (ELM) position steady in Q2 2026 at 129,100 shares worth $3.78M. The position accounts for 0.33% of the portfolio, ranked #37.

Tanager Wealth Management first reported a position in ELM in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

Tanager Wealth Management held 129,100 shares of Elm Market Navigator ETF worth $3.78M as of Q2 2026.
Tanager Wealth Management left its Elm Market Navigator ETF share count unchanged in Q2 2026.
Elm Market Navigator ETF made up 0.33% of Tanager Wealth Management's portfolio in Q2 2026, its #37 holding.
Tanager Wealth Management first reported a position in Elm Market Navigator ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.