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Elevation Series Trust shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Elevation Series Trust (PAYM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $601k 24k 25.12

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View all positions for Envestnet Asset Management

Top funds holding Elevation Series Trust

Mid-American Wealth Advisory Group
AE Wealth Management
Lloyd Advisory Services
Authentikos Wealth Advisory
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Elevated Capital Advisors
Aegis Wealth Management
FSA Advisors
Great Lakes Retirement
Integrated Wealth Management
FSR Wealth Management
POM Investment Strategies
Csenge Advisory Group
Morgan Stanley

View all funds holding Elevation Series Trust