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Elevation Series Trust shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Elevation Series Trust

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Quarterly reported holdings in Elevation Series Trust by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-06-30 $322k 11k 29.46
2026-03-31 $201k 7.6k 26.52
2025-12-31 $122k 4.2k 29.18

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Spdr Ser Tr Etf (SPYM)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Russell Midcap Etf (IWR)
Ishares Trust Core Msci Eafe Etf (IEFA)
Vanguard Index Tr Etf (VTV)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Vanguard Ftse Developed Etf (VEA)
Ishares Broad Usd High Yield Etf (USHY)
Ishares Russell 1000 Etf (IWB)

View all positions for Jones Financial Companies, L.L

Top funds holding Elevation Series Trust

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View all funds holding Elevation Series Trust