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Elevation Series Trust shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of Elevation Series Trust (CEFZ) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 2.4k 8.19

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple Call Call Option (Principal) (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain Advisors

Top funds holding Elevation Series Trust

Envestnet Asset Management
Park Avenue Securities
Warren Averett Asset Management
Waddell & Associates
AE Wealth Management
Mml Investors Services
Triangle Securities Wealth Management
Citadel Advisors
Gts Securities
Cetera Investment Advisers
Integrated Capital Management
Cambridge Investment Research Advisors
Great Lakes Retirement
Advisor Group Holdings
Lloyd Advisory Services

View all funds holding Elevation Series Trust