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Elevation Series Trust shares owned by AIFG Consultants

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by AIFG Consultants from 13F filings

Historical chart of AIFG Consultants investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by AIFG Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $513k 17k 30.35
2024-06-30 $557k 20k 28.64

More positions owned by AIFG Consultants

Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Ft Vest Us Equity Moderate Buffer Etf February Etf (GFEB)
Spdr Gold Minishares Trust Etf (GLDM)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)
Ishares National Muni Bond Etf Etf (MUB)
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)
Global X U.s. Infrastructure Development Etf Etf (PAVE)

View all positions for AIFG Consultants

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
ICONIQ Capital
Cornerstone Management
Change Path
Keel Point
Ronald Blue Trust
BOS Asset Management
Arete Wealth Advisors
Townsquare Capital
AIFG Consultants
Pensionmark Financial Group
Atria Investments
Citadel Advisors
Steward Partners Investment Advisory
WR Wealth Planners

View all funds holding Elevation Series Trust