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Elevation Series Trust shares owned by Richmond Brothers

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

Historical chart of Richmond Brothers investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Richmond Brothers

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7M 98k 27.59

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Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
FSR Wealth Management
POM Investment Strategies
SMART Wealth
Family Wealth Group
Elevated Capital Advisors
Mid-American Wealth Advisory Group
Outlook Wealth Advisors
Richmond Brothers
Great Lakes Retirement
Envestnet Asset Management
LifeWealth Investments
B.O.S.S. Retirement Advisors
Howard Bailey Securities

View all funds holding Elevation Series Trust