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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
2025-12-31 $917k 112k 8.19

More positions owned by AE Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Elevation Series Trust

Envestnet Asset Management
Park Avenue Securities
Warren Averett Asset Management
Waddell & Associates
AE Wealth Management
Mml Investors Services
Triangle Securities Wealth Management
Citadel Advisors
Pasadena Private Wealth
Cetera Investment Advisers
Integrated Capital Management
Cambridge Investment Research Advisors
Jane Street
Advisor Group Holdings
LPL Financial

View all funds holding Elevation Series Trust