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Elevation Series Trust shares owned by Howard Bailey Securities

Quarter-by-quarter ownership of Elevation Series Trust (ONEZ) shares owned by Howard Bailey Securities from 13F filings

Historical chart of Howard Bailey Securities investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Howard Bailey Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Howard Bailey Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 69k 25.04
2025-09-30 $2.1M 79k 26.51
2025-06-30 $994k 39k 25.27

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Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
American Centy Etf Tr Avantis All Int (AVNM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust State Street Spd (SPYM)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Allianzim Us Eqt (SIXO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Simplify Exchange Traded Fun Managed Futures (CTA)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Aim Etf Products Trust Allianzim Us Eqt (SEPW)

View all positions for Howard Bailey Securities

Top funds holding Elevation Series Trust

AE Wealth Management
Mid-American Wealth Advisory Group
FSR Wealth Management
SMART Wealth
Family Wealth Group
Elevated Capital Advisors
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Integrated Wealth Management
FSA Advisors
POM Investment Strategies
LifeWealth Investments
Great Lakes Retirement
Aegis Wealth Management
Csenge Advisory Group

View all funds holding Elevation Series Trust