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Elevation Series Trust shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of Elevation Series Trust (QBER) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Howard Bailey Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 51k 24.69
2024-09-30 $1.3M 53k 25.01

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Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Intl Qulty Div (IQDG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Howard Bailey Securities

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