Csenge Advisory Group »

Elevation Series Trust shares owned by Csenge Advisory Group

Quarter-by-quarter ownership of Elevation Series Trust (ONEZ) shares owned by Csenge Advisory Group from 13F filings

Historical chart of Csenge Advisory Group investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Csenge Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by Csenge Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $770k 29k 26.51
2025-06-30 $491k 20k 24.45
2025-03-31 $270k 12k 22.82

More positions owned by Csenge Advisory Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded SHS (FDL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Gold Tr Gold Shs (GLD)
Proshares Tr Shrt Hgh Yield (SJB)

View all positions for Csenge Advisory Group

Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
Mid-American Wealth Advisory Group
B.O.S.S. Retirement Advisors
FSR Wealth Management
SMART Wealth
Family Wealth Group
Howard Bailey Securities
LifeWealth Investments
Great Lakes Retirement
FSA Advisors
Csenge Advisory Group
Quest 10 Wealth Builders
Outlook Wealth Advisors
Kingdom Financial Group

View all funds holding Elevation Series Trust