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Elevation Series Trust shares owned by Great Lakes Retirement

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Great Lakes Retirement from 13F filings

Historical chart of Great Lakes Retirement investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Great Lakes Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $565k 14k 40.74

More positions owned by Great Lakes Retirement

Spdr Series Trust Portfolio Agrgte (SPAB)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Scottsdale Fds Int Term Corp (VCIT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Momentum Factr (FDMO)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Devon Energy Corporation (DVN)
Spdr Series Trust Prtflo Sp500 Vl (SPYV)
Charles Schwab Corporation (SCHW)

View all positions for Great Lakes Retirement

Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Elevated Capital Advisors
Weaver Consulting Group
FSR Wealth Management
Howard Bailey Securities
LifeWealth Investments
Great Lakes Retirement
SMART Wealth
Outlook Wealth Advisors
Family Wealth Group
Capital Investment Advisory Services
Harbour Investments

View all funds holding Elevation Series Trust