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Elevation Series Trust shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 8.9k 30.28
2025-06-30 $270k 8.9k 30.16

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment 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