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Elevation Series Trust shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 8.4k 25.04

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View all positions for Triad Wealth Partners

Top funds holding Elevation Series Trust

AE Wealth Management
Mid-American Wealth Advisory Group
FSR Wealth Management
SMART Wealth
Family Wealth Group
Elevated Capital Advisors
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Integrated Wealth Management
FSA Advisors
POM Investment Strategies
LifeWealth Investments
Great Lakes Retirement
Aegis Wealth Management
Csenge Advisory Group

View all funds holding Elevation Series Trust