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Elevation Series Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 743k 30.27
2025-06-30 $26M 852k 30.14
2025-03-31 $23M 787k 29.69
2024-12-31 $23M 740k 30.75
2024-09-30 $21M 681k 30.36
2024-06-30 $20M 644k 30.98
2024-03-31 $16M 567k 27.70
2023-12-31 $13M 456k 28.38

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View all positions for EverSource Wealth Advisors

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