| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCH TRADED FD III | 2 | Q2 2024 | 5.0% |
| ISHARES TR | 2 | Q2 2024 | 5.4% |
| ISHARES TR | 2 | Q2 2024 | 5.4% |
| INVESCO QQQ TR | 2 | Q2 2024 | 4.7% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 4.1% |
| COLLABORATIVE INVESTMNT SER | 1 | Q2 2024 | 10.0% |
| FIRST TR EXCHANGE TRADED FD | 1 | Q2 2021 | 9.2% |
| ISHARES TR | 1 | Q2 2021 | 9.1% |
| RENAISSANCE CAP GREENWICH FD | 1 | Q2 2021 | 8.9% |
| SPDR SER TR | 1 | Q2 2021 | 8.7% |
View Elevation Capital Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-16 |
| 13F-NT | 2024-04-26 |
| 13F-NT | 2024-02-08 |
| 13F-NT | 2023-11-03 |
| 13F-NT | 2023-07-24 |
| 13F-NT | 2023-04-27 |
| 13F-NT | 2023-01-20 |
| 13F-NT | 2022-10-21 |
| 13F-NT | 2022-08-04 |
View Elevation Capital Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.