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Elevation Series Trust shares owned by B.O.S.S. Retirement Advisors

Quarter-by-quarter ownership of Elevation Series Trust (QBER) shares owned by B.O.S.S. Retirement Advisors from 13F filings

Historical chart of B.O.S.S. Retirement Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 106k 24.69
2024-09-30 $2.5M 98k 25.01

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View all positions for B.O.S.S. Retirement Advisors

Top funds holding Elevation Series Trust

AE Wealth Management
49 Wealth Management
Lloyd Advisory Services
Mid-American Wealth Advisory Group
FSR Wealth Management
B.O.S.S. Retirement Advisors
Outlook Wealth Advisors
SMART Wealth
Howard Bailey Securities
Elevated Capital Advisors
Great Lakes Retirement
Authentikos Wealth Advisory
GeoWealth Management
Csenge Advisory Group
Lord & Richards Wealth Management

View all funds holding Elevation Series Trust