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Elevation Series Trust shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $626k 16k 38.11

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View all positions for LifeWealth Investments

Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Authentikos Wealth Advisory
FSR Wealth Management
B.O.S.S. Retirement Advisors
SMART Wealth
Old Mission Capital
LifeWealth Investments
Family Wealth Group
Weaver Consulting Group
Elevated Capital Advisors
Networth Advisors
Centennial Advisors
Quest 10 Wealth Builders
Capital Investment Advisory Services

View all funds holding Elevation Series Trust