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Elevation Series Trust shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Arete 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $630k 21k 30.23

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View all positions for Arete Wealth Advisors

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
Atria Investments
Citadel Advisors
Steward Partners Investment Advisory
WR Wealth Planners

View all funds holding Elevation Series Trust