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Elevation Series Trust shares owned by Compass Financial Management

Quarter-by-quarter ownership of Elevation Series Trust (APRZ) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6k 64 40.91

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View all positions for Compass Financial Management

Top funds holding Elevation Series Trust

TrueMark Investments
Weaver Consulting Group
Blue Bell Private Wealth Management
Old Mission Capital
Harbour Investments
Advisor Group Holdings
SRS Capital Advisors
AE Wealth Management
DHJJ Financial Advisors
Elevated Capital Advisors
Aptus Capital Advisors
Capital Investment Advisory Services
Compass Financial Management
Northwestern Mutual Wealth Management Company
Lloyd Advisory Services

View all funds holding Elevation Series Trust