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Elevation Series Trust shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $435k 11k 40.64

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View all positions for LifeWealth Investments

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