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Elevation Series Trust shares owned by Financial Gravity Wealth

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

Historical chart of Financial Gravity Wealth investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $71k 2.3k 30.77
2025-03-31 $61k 2.2k 27.48

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPMD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

View all positions for Financial Gravity Wealth

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