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Elevation Series Trust shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Elevation Series Trust (ONEZ) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 53k 26.51
2025-06-30 $718k 28k 25.27

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View all positions for LifeWealth Investments

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