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Elevation Series Trust shares owned by Ballast Advisors

Quarter-by-quarter ownership of Elevation Series Trust (AUGZ) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $24k 600 40.64

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View all positions for Ballast Advisors

Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Weaver Consulting Group
Capital Investment Advisory Services
Commonwealth Equity Services
FSR Wealth Management
B.O.S.S. Retirement Advisors
Howard Bailey Securities
SMART Wealth
Advisor Group Holdings
POM Investment Strategies
Family Wealth Group
Integrated Wealth Management
Valtinson Bruner Financial Planning
Great Lakes Retirement

View all funds holding Elevation Series Trust