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Elevation Series Trust shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 111k 26.51
2025-06-30 $1.8M 70k 25.27
2025-03-31 $1.3M 53k 23.69

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View all positions for SMART Wealth

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