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Elevation Series Trust shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust (PAYH) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $98k 4.8k 20.41

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Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust Allianzim Buffer (SPBW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding Elevation Series Trust

Citadel Advisors
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Evolution Wealth Management
Networth Advisors

View all funds holding Elevation Series Trust