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Elevation Series Trust shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Elevation Series Trust (SOVF) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Elevation Series Trust by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3k 75 30.35
2024-06-30 $2.1k 75 28.64
2024-03-31 $2.2k 75 29.75

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
ICONIQ Capital
Cornerstone Management
Change Path
Keel Point
Ronald Blue Trust
BOS Asset Management
Arete Wealth Advisors
Townsquare Capital
AIFG Consultants
Atria Investments
Citadel Advisors
Steward Partners Investment Advisory
WR Wealth Planners

View all funds holding Elevation Series Trust