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Elevation Series Trust shares owned by Silver Oak Securities

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $983k 33k 30.28
2025-06-30 $684k 23k 30.16
2025-03-31 $67k 2.3k 29.61

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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
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View all funds holding Elevation Series Trust