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
Download as csv
Download as Excel
Quarterly reported holdings in Elevation Series Trust by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $987k | 33k | 30.23 |
| 2025-06-30 | $1.1M | 35k | 30.15 |
| 2025-03-31 | $745k | 25k | 29.73 |
| 2024-12-31 | $1.0M | 33k | 30.66 |
| 2024-09-30 | $630k | 21k | 30.23 |