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Elevation Series Trust shares owned by FSR Wealth Management

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

Historical chart of FSR Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 132k 26.51
2025-06-30 $2.2M 87k 25.27
2025-03-31 $1.3M 55k 23.69

More positions owned by FSR Wealth Management

Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Elevation Series Trust Trueshares Quart (QBER)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Pimco Etf Tr Ultra Short Govt (BILZ)
Aim Etf Products Trust Allianzim Eq Buf (JULU)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
Elevation Series Trust Trueshares Seaso (ONEZ)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Meta Platforms Cl A (META)
Elevation Series Trust Trueshares Struc (SEPZ)
Aim Etf Products Trust Allianzim U S La (SIXF)

View all positions for FSR 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