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Elevation Series Trust shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 139k 24.64
2025-06-30 $2.2M 88k 24.67
2025-03-31 $1.5M 59k 24.79
2024-12-31 $1.3M 53k 24.70
2024-09-30 $1.0M 42k 25.01

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View all positions for SMART Wealth

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