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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
2025-09-30 $1.3M 43k 30.28
2025-06-30 $1.3M 42k 30.16
2025-03-31 $910k 31k 29.71
2024-12-31 $778k 25k 30.75
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)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Actively Managed Exc Total Return (GTO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for BOS Asset Management

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
Cornerstone Management
Vident Advisory
ICONIQ Capital
Change Path
Bare Financial Services
Ronald Blue Trust
OneAscent Wealth Management
Keel Point
OneAscent Financial Services
Pensionmark Financial Group
BOS Asset Management
Atria Investments
Arete Wealth Advisors
Silver Oak Securities

View all funds holding Elevation Series Trust