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Elevation Series Trust shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management investment in Elevation Series Trust

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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 $388k 18k 21.95

More positions owned by Evolution Wealth Management

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

B.O.S.S. Retirement Advisors
Howard Bailey Securities
Citadel Advisors
FSR Wealth Management
Integrated Wealth Management
SMART Wealth
LifeWealth Investments
Centennial Advisors
Aegis Wealth Management
Evolution Wealth Management
Outlook Wealth Advisors
Family Wealth Group
Networth Advisors
Decker Retirement Planning

View all funds holding Elevation Series Trust