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Elevation Series Trust shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Envestnet 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 7.9k 30.28
2025-03-31 $1.0M 34k 29.71
2024-12-31 $919k 30k 30.75

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View all positions for Envestnet 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