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Elevation Series Trust shares owned by Keel Point

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

Historical chart of Keel Point investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Keel Point

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 59k 29.55
2024-03-31 $809k 27k 29.75
2023-12-31 $346k 12k 28.38

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View all positions for Keel Point

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
Pensionmark Financial Group
Atria Investments
Citadel Advisors
Steward Partners Investment Advisory
WR Wealth Planners

View all funds holding Elevation Series Trust