Elevated Capital Advisors, LLC Closed Holding Positions

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on Apr 20, 2022
22,051
$30.13 - $38.07 $664K - $839K
RDS-B
Shell PLC

Energy
Q1 2022 Filed on Apr 20, 2022
8,880
$44.64 - $51.09 $396K - $454K
ALTA
Altabancorp

Financial Services
Q1 2022 Filed on Apr 20, 2022
25,610
N/A
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q1 2022 Filed on Apr 20, 2022
5,217
$29.45 - $40.6 $154K - $212K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on Apr 20, 2022
27,773
$21.24 - $21.4 $590K - $594K
JPHY
Jp Morgan High Yield Research

ETFs
Q1 2022 Filed on Apr 20, 2022
4,225
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on Apr 20, 2022
2,418
$85.05 - $92.24 $206K - $223K
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 20, 2022
15,726
N/A
Alps ETF Tr
Q1 2022 Filed on Apr 20, 2022
9,111
N/A
Indexiq ETF Tr
Q1 2022 Filed on Apr 20, 2022
30,868
N/A
CVNA
Carvana Co.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
3,639
$103.84 - $239.63 $378K - $872K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
9,238
$100.32 - $107.96 $927K - $997K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on Apr 20, 2022
2,908
$38.15 - $63.26 $111K - $184K
IEFA
Ishares Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
11,635
$63.26 - $75.48 $736K - $878K
CLOU
Global X Fds Cloud Computing E

ETFs
Q3 2021 Filed on Oct 07, 2021
12,855
$27.8 - $31.44 $357K - $404K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q3 2021 Filed on Oct 07, 2021
2,823
$237.13 - $261.31 $669K - $738K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Oct 07, 2021
1,956
$574.03 - $680.96 $1.12M - $1.33M
AFIF
Two Rds Shared Tr

ETFs
Q3 2021 Filed on Oct 07, 2021
34,281
$9.61 - $9.76 $329K - $335K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2021 Filed on Oct 07, 2021
6,016
$82.36 - $87.51 $495K - $526K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 07, 2021
4,736
$47.45 - $54.4 $225K - $258K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q3 2021 Filed on Oct 07, 2021
12,150
$53.21 - $53.97 $647K - $656K
AIQ
Global X Funds Global X Artifi

ETFs
Q3 2021 Filed on Oct 07, 2021
12,056
$29.82 - $32.32 $360K - $390K
GUT
Gabelli Utility Trust

Financial Services
Q3 2021 Filed on Oct 07, 2021
341,855
$7.58 - $8.28 $2.59M - $2.83M
BOTZ
Global X Fds

ETFs
Q3 2021 Filed on Oct 07, 2021
10,235
$32.76 - $39.39 $335K - $403K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q3 2021 Filed on Oct 07, 2021
45,723
$69.93 - $74.13 $3.2M - $3.39M
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q3 2021 Filed on Oct 07, 2021
4,398
$48.75 - $48.98 $214K - $215K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2021 Filed on Oct 07, 2021
3,951
$133.03 - $136.33 $526K - $539K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2021 Filed on Apr 21, 2021
62,550
$19.14 - $19.53 $1.2M - $1.22M
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2021 Filed on Apr 21, 2021
32,847
$60.52 - $62.31 $1.99M - $2.05M
DJP
Barclays Bank PLC

ETFs
Q1 2021 Filed on Apr 21, 2021
51,190
$22.09 - $25.06 $1.13M - $1.28M
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2021 Filed on Apr 21, 2021
15,099
$31.63 - $32.67 $478K - $493K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2020 Filed on Feb 25, 2021
23,503
$74.05 - $86.22 $1.74M - $2.03M
BA
Boeing CO

Industrials
Q3 2020 Filed on Nov 27, 2020
1,208
$146.05 - $187.94 $176K - $227K
Peoples Utah Bancorp
Q3 2020 Filed on Nov 27, 2020
25,610
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q3 2020 Filed on Nov 27, 2020
35,120
$30.69 - $30.73 $1.08M - $1.08M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q3 2020 Filed on Nov 27, 2020
11,135
$50.71 - $50.88 $565K - $567K
NMFC
New Mountain Finance Corp

Financial Services
Q2 2020 Filed on Sep 11, 2020
120,568
$5.02 - $10.45 $605K - $1.26M
CAT
Caterpillar Inc

Industrials
Q2 2020 Filed on Sep 11, 2020
3,424
$104.48 - $137.72 $358K - $472K
DALT
Two Rds Shared Tr Anfield Dive

ETFs
Q2 2020 Filed on Sep 11, 2020
137,217
N/A
WELL
Welltower Inc.

Real Estate
Q2 2020 Filed on Sep 11, 2020
2,834
$37.26 - $61.65 $106K - $175K
MAIN
Main Street Capital Corp

Financial Services
Q2 2020 Filed on Sep 11, 2020
37,974
$17.34 - $35.82 $658K - $1.36M
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q2 2020 Filed on Sep 11, 2020
90,330
$9.38 - $12.65 $847K - $1.14M
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2020 Filed on Sep 11, 2020
1,650
$114.56 - $143.07 $189K - $236K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2020 Filed on Sep 11, 2020
4,696
$39.85 - $50.73 $187K - $238K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2020 Filed on Sep 11, 2020
2,808
$28.84 - $38.49 $81K - $108K
WDAY
Workday, Inc.

Technology
Q2 2020 Filed on Sep 11, 2020
1,287
$116.08 - $187.81 $149K - $242K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q2 2020 Filed on Sep 11, 2020
52,735
$14.21 - $25.43 $749K - $1.34M
BP
Bp PLC

Energy
Q2 2020 Filed on Sep 11, 2020
13,332
$21.64 - $28.38 $289K - $378K
TTE
Total Energies Se

Energy
Q2 2020 Filed on Sep 11, 2020
3,746
$32.25 - $44.19 $121K - $166K
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