Valtinson Bruner Financial Planning »

Elevation Series Trust shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $496k 12k 43.00

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Elevation Series Trust

TrueMark Investments
Weaver Consulting Group
Capital Investment Advisory Services
Commonwealth Equity Services
Valtinson Bruner Financial Planning
Advisor Group Holdings
Old Mission Capital
Stratos Wealth Partners
Susquehanna International
Jpmorgan Chase & Co
Aptus Capital Advisors
SRS Capital Advisors
Harbour Investments
AE Wealth Management
DHJJ Financial Advisors

View all funds holding Elevation Series Trust