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Elevation Series Trust shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 54k 25.01

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View all positions for Outlook Wealth Advisors

Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Outlook Wealth Advisors
Howard Bailey Securities
SMART Wealth
Elevated Capital Advisors
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