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Elevation Series Trust shares owned by Values First Advisors

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Values First Advisors from 13F filings

Historical chart of Values First Advisors investment in Elevation Series Trust

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001201.055k201.0555k201.056k201.0565k201.057k65376,537.565386,538.56539
Value ($)Share countHistorical SOVF position of Values First Advisors Source: stockzoa.comValue ($)Share count

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All positions including Elevation Series Trust held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Values First Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $201k 6.5k 30.75

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Hackett (HCKT)
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Cincinnati Financial Corporation (CINF)

View all positions for Values First Advisors

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