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Elevation Series Trust shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 129k 25.33

More positions owned by Lloyd Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Pimco Etf Tr Ultra Short Govt (BILZ)
Aim Etf Products Trust Allianzim U S La (SIXD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Elevation Series Trust Trueshares Quart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Listed Fd Tr Trueshares Dec (DECZ)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)

View all positions for Lloyd Advisory Services

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