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Elevation Series Trust shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 128k 29.18
2025-09-30 $1.6M 54k 30.28
2025-06-30 $2.3M 75k 30.26

More positions owned by OneAscent Financial Services

Unified Ser Tr Oneascent Core P (OACP)
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Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Enhanc (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for OneAscent Financial Services

Top funds holding Elevation Series Trust

Cornerstone Management
EverSource Wealth Advisors
Vident Advisory
ICONIQ Capital
Bare Financial Services
OneAscent Financial Services
Wealth Enhancement Advisory Services
Ronald Blue Trust
OneAscent Wealth Management
Keel Point
Pensionmark Financial Group
BOS Asset Management
Atria Investments
Silver Oak Securities
Brown Advisory Holdings Incorporated

View all funds holding Elevation Series Trust