Elevation Series Trust shares owned by AE Wealth Management
Quarter-by-quarter ownership of Elevation Series Trust (QBER) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Elevation Series Trust
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Quarterly reported holdings in Elevation Series Trust by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $91M | 3.7M | 24.64 |
| 2025-06-30 | $65M | 2.6M | 24.67 |
| 2025-03-31 | $43M | 1.7M | 24.79 |
| 2024-12-31 | $43M | 1.7M | 24.70 |
| 2024-09-30 | $38M | 1.5M | 25.01 |