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Elevation Series Trust shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Elevation Series Trust (IDVZ) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $400k 13k 30.76

More positions owned by Wiley Bros.-aintree Capital

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wiley Bros.-aintree Capital

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