Evolution Wealth Management »

Elevation Series Trust shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 2.4k 26.51
2025-06-30 $61k 2.4k 25.27

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

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