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Elevation Series Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $94k 12k 7.93

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Elevation Series Trust

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

View all funds holding Elevation Series Trust