SMART Wealth »

Elevation Series Trust shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 27k 38.11

More positions owned by SMART Wealth

NVIDIA Corporation (NVDA)
Tidal Trust Ii Nicholas Fixed (FIAX)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Innovator Etfs Trust Innovator Us Eq (EALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
J P Morgan Exchange Traded Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Ft Vest Us (DJAN)

View all positions for SMART Wealth

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