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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Elm Market Navigator ETF ELM Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$12.7K Buy
+435
New +$12.5K ﹤0.01% 1447

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ELM Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in Elm Market Navigator ETF (ELM) in Q2 2026: 435 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings.

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

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 435 shares of Elm Market Navigator ETF worth $12.7K as of Q2 2026.
  • Elm Market Navigator ETF was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q2 2026.
  • Elm Market Navigator ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1447 holding.
  • 17 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.