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Elevation Series Trust shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $626k 23k 27.59

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View all positions for Montgomery Financial Services

Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
FSR Wealth Management
POM Investment Strategies
SMART Wealth
Family Wealth Group
Mid-American Wealth Advisory Group
Great Lakes Retirement
Elevated Capital Advisors
LifeWealth Investments
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Mosley Wealth Management
Quest 10 Wealth Builders
Integrated Wealth Management

View all funds holding Elevation Series Trust