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Elevation Series Trust shares owned by Cornerstone Management

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

Historical chart of Cornerstone Management investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Cornerstone Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $16M 531k 30.75
2024-09-30 $3.4M 113k 30.35
2024-06-30 $3.2M 110k 28.64
2024-03-31 $3.2M 107k 29.75
2023-12-31 $3.0M 107k 28.38

More positions owned by Cornerstone Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Msci Eafe Etf (EFA)
Elevation Series Trust Sovereigns Capit (SOVF)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Cre U S Reit Etf (USRT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Broad Usd High (USHY)

View all positions for Cornerstone Management

Top funds holding Elevation Series Trust

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

View all funds holding Elevation Series Trust