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Elevation Series Trust shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Elevation Series Trust (QBUL) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $98k 4.1k 23.80
2025-06-30 $3.0M 119k 25.44
2025-03-31 $3.0M 123k 24.86
2024-12-31 $3.2M 129k 24.72
2024-09-30 $3.3M 129k 25.33

More positions owned by Lloyd Advisory Services

Spdr Series Trust State Street Spd (SPYM)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Struc (SEPZ)
Elevation Series Trust Trueshares Seaso (ONEZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Elevation Series Trust Trueshares Strcd (JANZ)
Elevation Series Trust Trueshares Dec (DECZ)

View all positions for Lloyd Advisory Services

Top funds holding Elevation Series Trust

TrueMark Investments
Elevated Capital Advisors
AE Wealth Management
Old Mission Capital
Csenge Advisory Group
Lloyd Advisory Services
Key Capital Management
Advisor Group Holdings
Networth Advisors
UBS Group
Kingdom Financial Group

View all funds holding Elevation Series Trust