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Elevation Series Trust shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by SMART Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $853k 21k 40.64

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Top funds holding Elevation Series Trust

TrueMark Investments
Weaver Consulting Group
Capital Investment Advisory Services
Commonwealth Equity Services
Howard Bailey Securities
SMART Wealth
Advisor Group Holdings
Family Wealth Group
Integrated Wealth Management
Valtinson Bruner Financial Planning
LifeWealth Investments
Old Mission Capital
Centennial Advisors
Outlook Wealth Advisors
Stratos Wealth Partners

View all funds holding Elevation Series Trust