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Elevation Series Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 858k 25.33

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View all positions for AE Wealth Management

Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Elevated Capital Advisors
Outlook Wealth Advisors
SMART Wealth
Authentikos Wealth Advisory
Jane Street
GeoWealth Management
Csenge Advisory Group
POM Investment Strategies
Pineridge Advisors
Northwestern Mutual Wealth Management Company
Richard W. Paul & Associates

View all funds holding Elevation Series Trust