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Elevation Series Trust shares owned by BOS Asset Management

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by BOS Asset Management from 13F filings

Historical chart of BOS Asset Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by BOS Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by BOS Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $744k 25k 30.35

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Us Bancorp Del Com New (USB)
Select Sector Spdr Tr Energy (XLE)

View all positions for BOS Asset Management

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