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Elevation Series Trust shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 116k 29.95

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
Cornerstone Management
Vident Advisory
ICONIQ Capital
Change Path
Wealth Enhancement Advisory Services
Bare Financial Services
Ronald Blue Trust
OneAscent Wealth Management
Keel Point
OneAscent Financial Services
BOS Asset Management
Pensionmark Financial Group
Atria Investments
Silver Oak Securities

View all funds holding Elevation Series Trust