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Elevation Series Trust shares owned by DHJJ Financial Advisors

Quarter-by-quarter ownership of Elevation Series Trust shares owned by DHJJ Financial Advisors from 13F filings

Historical chart of DHJJ Financial Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 320 34.83

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)

View all positions for DHJJ Financial Advisors

Top funds holding Elevation Series Trust

TrueMark Investments
Mid-American Wealth Advisory Group
Weaver Consulting Group
Elevated Capital Advisors
Wolverine Trading
Capital Investment Advisory Services
AE Wealth Management
DHJJ Financial Advisors
Harbour Investments
UBS Group

View all funds holding Elevation Series Trust