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Elevation Series Trust shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 100 29.75
2023-12-31 $2.8k 100 28.38

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View all positions for Steward Partners Investment Advisory

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
Cornerstone Management
Vident Advisory
ValMark Advisers
Keel Point
Ronald Blue Trust
Susquehanna International
UBS Group
Steward Partners Investment Advisory

View all funds holding Elevation Series Trust