Retirement Planning Group »

Elevation Series Trust shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 5.5k 43.46

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Elevation Series Trust

TrueMark Investments
AE Wealth Management
Authentikos Wealth Advisory
B.O.S.S. Retirement Advisors
Wolverine Trading
Retirement Planning Group
Aptus Capital Advisors
LifeWealth Investments
Weaver Consulting Group
Capital Investment Advisory Services
Advisor Group Holdings
SRS Capital Advisors
Quest 10 Wealth Builders
Networth Advisors
Assetmark

View all funds holding Elevation Series Trust