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Elevation Series Trust shares owned by Assetmark

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

Historical chart of Assetmark investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $381 10 38.10

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Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Authentikos Wealth Advisory
FSR Wealth Management
SMART Wealth
Old Mission Capital
LifeWealth Investments
Weaver Consulting Group
Elevated Capital Advisors
Networth Advisors
Centennial Advisors
Capital Investment Advisory Services
Harbour Investments
Aptus Capital Advisors
Decker Retirement Planning

View all funds holding Elevation Series Trust