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Elevation Series Trust shares owned by Morgan Stanley

Quarter-by-quarter ownership of Elevation Series Trust (PAYM) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2026-03-31 $651k 30k 21.95

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Top funds holding Elevation Series Trust

AE Wealth Management
Authentikos Wealth Advisory
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Elevated Capital Advisors
Great Lakes Retirement
FSR Wealth Management
Integrated Wealth Management
Morgan Stanley
SMART Wealth
LifeWealth Investments
POM Investment Strategies
Centennial Advisors
Aegis Wealth Management
Evolution Wealth Management

View all funds holding Elevation Series Trust