Elevated Capital Advisors, LLC Closed Holding Positions

Elevated Capital Advisors, LLC

  • $360 Million
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
COUP
Coupa Software Inc

Technology
Q4 2022 Filed on Jan 17, 2023
10,959
$41.62 - $79.19 $456K - $868K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2022 Filed on Jan 17, 2023
9,853
$67.55 - $94.42 $666K - $930K
TWLO
Twilio Inc

Communication Services
Q4 2022 Filed on Jan 17, 2023
8,030
$42.08 - $78.03 $338K - $627K
GSK
Gsk PLC

Healthcare
Q4 2022 Filed on Jan 17, 2023
34,505
$30.0 - $37.92 $1.04M - $1.31M
RNG
Ring Central, Inc.

Technology
Q3 2022 Filed on Oct 06, 2022
3,116
$39.96 - $61.33 $125K - $191K
HYG
Ishares Tr

ETFs
Q3 2022 Filed on Oct 06, 2022
19,465
$71.13 - $78.94 $1.38M - $1.54M
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2022 Filed on Oct 06, 2022
29,758
$15.01 - $19.25 $447K - $573K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q3 2022 Filed on Oct 06, 2022
1,421
$310.2 - $416.95 $441K - $592K
IAT
Ishares Tr

ETFs
Q3 2022 Filed on Oct 06, 2022
11,650
$47.63 - $56.65 $555K - $660K
MLM
Martin Marietta Materials Inc

Basic Materials
Q3 2022 Filed on Oct 06, 2022
1,839
$296.05 - $371.57 $544K - $683K
AGNC
Agnc Investment Corp.

Real Estate
Q3 2022 Filed on Oct 06, 2022
99,813
$8.42 - $22.93 $840K - $2.29M
CLIX
Proshares Tr Long Online/Short

ETFs
Q3 2022 Filed on Oct 06, 2022
10,098
$32.8 - $40.51 $331K - $409K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q3 2022 Filed on Oct 06, 2022
3,886
$37.57 - $47.3 $146K - $184K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
Q3 2022 Filed on Oct 06, 2022
11,026
$58.46 - $63.25 $645K - $697K
ETF Managers Tr
Q3 2022 Filed on Oct 06, 2022
2,661
N/A
BFIT
Global X Funds Global X Health

ETFs
Q3 2022 Filed on Oct 06, 2022
8,456
N/A
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q3 2022 Filed on Oct 06, 2022
28,204
$68.64 - $76.55 $1.94M - $2.16M
FXD
First Tr Exchange Traded Fd

ETFs
Q3 2022 Filed on Oct 06, 2022
4,312
$43.02 - $53.09 $186K - $229K
DG
Dollar General Corp

Consumer Defensive
Q3 2022 Filed on Oct 06, 2022
3,090
$235.85 - $257.66 $729K - $796K
CG
Carlyle Group Inc.

Financial Services
Q3 2022 Filed on Oct 06, 2022
22,716
$19.47 - $38.91 $442K - $884K
APO
Apollo Global Management, Inc.

Financial Services
Q3 2022 Filed on Oct 06, 2022
15,432
$46.5 - $61.48 $718K - $949K
CERN
Cerner Corporation

Healthcare
Q3 2022 Filed on Oct 06, 2022
2,841
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q3 2022 Filed on Oct 06, 2022
52,719
$15.85 - $18.23 $836K - $961K
Indexiq ETF Tr
Q1 2022 Filed on Apr 20, 2022
30,868
N/A
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 20, 2022
15,726
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on Apr 20, 2022
27,773
$21.24 - $21.4 $590K - $594K
ALTA
Altabancorp

Financial Services
Q1 2022 Filed on Apr 20, 2022
25,610
N/A
RDS-B
Shell PLC

Energy
Q1 2022 Filed on Apr 20, 2022
8,880
$44.64 - $51.09 $396K - $454K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on Apr 20, 2022
22,051
$30.13 - $38.07 $664K - $839K
JPHY
Jp Morgan High Yield Research

ETFs
Q1 2022 Filed on Apr 20, 2022
4,225
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
9,238
$100.32 - $107.96 $927K - $997K
Alps ETF Tr
Q1 2022 Filed on Apr 20, 2022
9,111
N/A
CVNA
Carvana Co.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
3,639
$103.84 - $239.63 $378K - $872K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q3 2021 Filed on Oct 07, 2021
12,150
$53.21 - $53.97 $647K - $656K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q3 2021 Filed on Oct 07, 2021
2,823
$237.13 - $261.31 $669K - $738K
BOTZ
Global X Fds

ETFs
Q3 2021 Filed on Oct 07, 2021
10,235
$32.76 - $39.39 $335K - $403K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 07, 2021
4,736
$47.45 - $54.4 $225K - $258K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2021 Filed on Oct 07, 2021
3,951
$133.03 - $136.33 $526K - $539K
GUT
Gabelli Utility Trust

Financial Services
Q3 2021 Filed on Oct 07, 2021
341,855
$7.58 - $8.28 $2.59M - $2.83M
AFIF
Two Rds Shared Tr

ETFs
Q3 2021 Filed on Oct 07, 2021
34,281
$9.61 - $9.76 $329K - $335K
BWX
Spdr Bloomberg International T

ETFs
Q3 2021 Filed on Oct 07, 2021
44,728
$28.6 - $29.81 $1.28M - $1.33M
CLOU
Global X Fds Cloud Computing E

ETFs
Q3 2021 Filed on Oct 07, 2021
12,855
$27.8 - $31.44 $357K - $404K
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q3 2021 Filed on Oct 07, 2021
4,398
$48.75 - $48.98 $214K - $215K
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
AIQ
Global X Funds Global X Artifi

ETFs
Q3 2021 Filed on Oct 07, 2021
12,056
$29.82 - $32.32 $360K - $390K
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
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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q3 2020 Filed on Nov 27, 2020
11,135
$50.71 - $50.88 $565K - $567K
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