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Elevation Series Trust shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Elevation Series Trust

May 2024Jul 2024Sep 2024Nov 2024Jan 20250.5M1M1.5M20k30k40k50k
Value ($)Share countHistorical SOVF position of ValMark Advisers Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Elevation Series Trust by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $446k 15k 30.75
2024-06-30 $456k 16k 28.64
2024-03-31 $1.6M 55k 29.75

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for ValMark Advisers

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
Cornerstone Management
Vident Advisory
ICONIQ Capital
Townsquare Capital
Keel Point
Change Path
Pensionmark Financial Group
Ronald Blue Trust
Arete Wealth Advisors
Steward Partners Investment Advisory
Branch Banking & Trust Company
Envestnet Asset Management
BOS Asset Management
Susquehanna International

View all funds holding Elevation Series Trust