Lloyd Advisory Services »

Elevation Series Trust shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Elevation Series Trust (ONEZ) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Lloyd Advisory Services 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 Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 238k 26.51
2025-06-30 $3.2M 126k 25.27

More positions owned by Lloyd Advisory Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Elevation Series Trust Trueshares Quart (QBER)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Elevation Series Trust Trueshares Struc (SEPZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Elevation Series Trust Trueshares Seaso (ONEZ)
Pimco Etf Tr Ultra Short Govt (BILZ)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
NVIDIA Corporation (NVDA)

View all positions for Lloyd Advisory Services

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