49 Wealth Management »

Elevation Series Trust shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust (IDVZ) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Elevation Series Trust

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All positions including Elevation Series Trust held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $97M 3.2M 30.77
2025-06-30 $82M 2.8M 29.26
2025-03-31 $64M 2.3M 27.48
2024-12-31 $7.6M 309k 24.64

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding Elevation Series Trust

49 Wealth Management
Citadel Advisors
Thrivent Financial for Lutherans
Wiley Bros.-aintree Capital
Jane Street
Gts Securities
Financial Gravity Wealth
Financial Gravity Companies
Jpmorgan Chase & Co
UBS Group
FMR

View all funds holding Elevation Series Trust