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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
2025-09-30 $577k 14k 40.74

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View all positions for LifeWealth Investments

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