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Elevation Series Trust shares owned by Integrated Wealth Management

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

Historical chart of Integrated Wealth Management investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Integrated 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 Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $690k 18k 38.11

More positions owned by Integrated Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Growth Etf (VUG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Elevation Series Trust Trueshares Quart (QBER)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Integrated Wealth Management

Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Authentikos Wealth Advisory
Lloyd Advisory Services
FSR Wealth Management
Outlook Wealth Advisors
B.O.S.S. Retirement Advisors
SMART Wealth
Integrated Wealth Management
LifeWealth Investments
Family Wealth Group
Weaver Consulting Group
Great Lakes Retirement
Elevated Capital Advisors
Networth Advisors

View all funds holding Elevation Series Trust