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Elevation Series Trust shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Elevation Series Trust (AUGZ) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $344k 7.6k 45.37

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Elevation Series Trust

TrueMark Investments
Weaver Consulting Group
Capital Investment Advisory Services
Commonwealth Equity Services
Advisor Group Holdings
Old Mission Capital
Hrt Financial
Valtinson Bruner Financial Planning
Action Point Financial Planning
Stratos Wealth Partners
Jane Street
Aptus Capital Advisors
SRS Capital Advisors
AE Wealth Management
Blue Bell Private Wealth Management

View all funds holding Elevation Series Trust