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Elevation Series Trust shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust (NOVZ) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Blue Bell Private 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $68k 1.6k 43.85

More positions owned by Blue Bell Private Wealth Management

State Str Spdr S&p 500 Etf Tr Tr Unit Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Central Secs Corp Cef (CET)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
State Street Spdr Portfolio S&p 500 Etf Etf Call Option (SPYM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Asa Gold And Precious Mtls Lmt Cef (ASA)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Apple Stock (AAPL)

View all positions for Blue Bell Private Wealth Management

Top funds holding Elevation Series Trust

TrueMark Investments
Valtinson Bruner Financial Planning
Wedbush Morgan Securities
Elevated Capital Advisors
Advisor Group Holdings
LaSalle St. Investment Advisors
Blue Bell Private Wealth Management
AE Wealth Management
Kestra Advisory Services
SRS Capital Advisors
DHJJ Financial Advisors
Capital Investment Advisory Services
UBS Group
Lloyd Advisory Services
Assetmark

View all funds holding Elevation Series Trust