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Elevation Series Trust shares owned by Aventura Private Wealth

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

Historical chart of Aventura Private Wealth investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1k 384 8.18
2025-09-30 $3.1k 384 8.19

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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