LifeWealth Investments »

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

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

Quarterly reported holdings in Elevation Series Trust by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 50k 25.97
2025-09-30 $1.4M 53k 26.51
2025-06-30 $787k 31k 25.27
2025-03-31 $203k 8.6k 23.69

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding Elevation Series Trust

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

View all funds holding Elevation Series Trust