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Elevation Series Trust shares owned by Ronald Blue Trust

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

Historical chart of Ronald Blue Trust investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $973k 34k 28.64
2024-06-30 $790k 27k 29.75
2024-03-31 $790k 27k 29.75

More positions owned by Ronald Blue Trust

Etf Ser Solutions Vident Us Equity (VUSE)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Etf Ser Solutions Vident Us Bond (VBND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Internati (VIDI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Ronald Blue Trust

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
Atria Investments
Citadel Advisors
Steward Partners Investment Advisory
WR Wealth Planners

View all funds holding Elevation Series Trust