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Elevation Series Trust shares owned by Outlook Wealth Advisors

Quarter-by-quarter ownership of Elevation Series Trust (QBER) shares owned by Outlook Wealth Advisors from 13F filings

Historical chart of Outlook Wealth Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 110k 24.64
2025-06-30 $2.0M 79k 24.67
2025-03-31 $1.3M 54k 24.79
2024-12-31 $1.4M 55k 24.70
2024-09-30 $1.4M 54k 25.01

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Ishares Tr High Yld Systm B (HYDB)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
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Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Ishares Tr Jpmorgan Usd Emg (EMB)
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Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Ishares Tr Global Finls Etf (IXG)

View all positions for Outlook Wealth Advisors

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