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Elevation Series Trust shares owned by Keel Point

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

Historical chart of Keel Point investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Keel Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $809k 27k 29.75
2023-12-31 $346k 12k 28.38

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Vanguard World Mega Cap Index (MGC)

View all positions for Keel Point

Top funds holding Elevation Series Trust

EverSource Wealth Advisors
Cornerstone Management
Vident Advisory
ValMark Advisers
Keel Point
Ronald Blue Trust
Susquehanna International
UBS Group
Steward Partners Investment Advisory

View all funds holding Elevation Series Trust