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Elevation Series Trust shares owned by Financial Management Professionals

Quarter-by-quarter ownership of Elevation Series Trust (DIVZ) shares owned by Financial Management Professionals from 13F filings

Historical chart of Financial Management Professionals investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Financial Management Professionals

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 350 36.36

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Dimensional Intern Core EQT MKT ETF Etf (DFAI)
Schwab US Large Cap Growth ETF Etf (SCHG)
Schwab US Large Cap ETF Etf (SCHX)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)
iShares Russell 1000 ETF IV Etf (IWB)
Vanguard S&P 500 ETF Etf (VOO)
iShares MSCI USA Multifct ETF Etf (SMLF)
Vanguard Total Bond Market ETF Etf (BND)
iShares Core MSCI Emerging ETF Etf (IEMG)
Vanguard Value ETF Stock (VTV)
Vanguard Large Cap ETF Etf (VV)
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)

View all positions for Financial Management Professionals

Top funds holding Elevation Series Trust

Weaver Consulting Group
Titleist Asset Management
Verity and Verity
Advisor Group Holdings
Thrivent Financial for Lutherans
M3 Advisory Group
Financial Gravity Wealth
Wiley Bros.-aintree Capital
Insight 2811
Joel Isaacson & Co
Tower Research Capital
Financial Management Professionals
UBS Group
Harbour Investments
EverSource Wealth Advisors

View all funds holding Elevation Series Trust