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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

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Quarterly reported holdings in Elevation Series Trust by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $615k 15k 40.26
2025-09-30 $559k 14k 40.74

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View all positions for SMART Wealth

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
Howard Bailey Securities
FSR Wealth Management
SMART Wealth
Great Lakes Retirement
LifeWealth Investments
Centennial Advisors
Outlook Wealth Advisors
Family Wealth Group
Capital Investment Advisory Services

View all funds holding Elevation Series Trust