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Elevation Series Trust shares owned by Decker Retirement Planning

Quarter-by-quarter ownership of Elevation Series Trust (QBER) shares owned by Decker Retirement Planning from 13F filings

Historical chart of Decker Retirement Planning investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Decker Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Decker Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 1.5k 24.64
2025-06-30 $21k 835 24.68
2025-03-31 $6.2k 248 24.82
2024-12-31 $6.1k 248 24.73

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Coinbase Global Com Cl A (COIN)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Advanced Micro Devices (AMD)
Primoris Services (PRIM)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Composecure Com Cl A (CMPO)
Biosante Pharmaceuticals (ANIP)

View all positions for Decker Retirement Planning

Top funds holding Elevation Series Trust

AE Wealth Management
TrueMark Investments
Lloyd Advisory Services
Mid-American Wealth Advisory Group
FSR Wealth Management
B.O.S.S. Retirement Advisors
Authentikos Wealth Advisory
SMART Wealth
Outlook Wealth Advisors
Howard Bailey Securities
Csenge Advisory Group
LifeWealth Investments
Family Wealth Group
Great Lakes Retirement
FSA Advisors

View all funds holding Elevation Series Trust