Elevated Capital Advisors, LLC
Position in PEO — Adams Natural Resources Fund, Inc.
CIK 1802387
SANDY, UT
Position in PEO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,892
New position
Shares Held
140
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Elevated Capital Advisors, LLC holds $13,603,634 across 20 Asset Management names. PEO ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCN |
Pimco Corporate & Income Strategy Fund
|
399,746 | $4,756,977 | |
| 2 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
455,494 | $4,368,187 | |
| 3 | TROW |
Price T Rowe Group Inc
|
19,938 | $1,797,211 | |
| 4 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
114,130 | $1,767,873 | |
| 5 | PFG |
Principal Financial Group Inc
|
7,659 | $690,152 | |
| 6 | BEN |
Franklin Resources Inc
|
4,612 | $108,935 | |
| 7 | IVZ |
Invesco Ltd.
|
2,513 | $61,040 | |
| 8 | STT |
State Street Corp
|
100 | $12,656 |
All Filings in PEO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,892 | 140 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||