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Elevation Series Trust shares owned by LPL Financial

Quarter-by-quarter ownership of Elevation Series Trust shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $113k 14k 8.20

More positions owned by LPL Financial

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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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