Elevation Series Trust shares owned by AE Wealth Management
Quarter-by-quarter ownership of Elevation Series Trust (QBUL) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Elevation Series Trust
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All positions including Elevation Series Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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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 | $894k | 34k | 26.07 |
| 2025-06-30 | $25M | 967k | 25.47 |
| 2025-03-31 | $24M | 960k | 24.86 |
| 2024-12-31 | $23M | 945k | 24.72 |
| 2024-09-30 | $22M | 858k | 25.33 |