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SOVFSOVF
7 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ELEVATION SERIES TRUST

ENVESTNET ASSET MANAGEMENT INC holds 17,287 shares of SOVF (ELEVATION SERIES TRUST), worth $513,704 as of 2026-Q2. The position was increased (+31.5% shares). SOVF represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$513,704

Current Shares

17,287

Total Value Change

-$405,721

Total Shares Change

-12,613

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,287
+31.5%
$513,7040.0%$29.72
31
2026-Q1
Increased
13,146
+39.0%
$352,4520.0%$28.31
31
2025-Q4
Increased
9,458
+19.5%
$275,9930.0%$29.36
28
2025-Q3
New
7,915
-
$239,6950.0%$30.04
32
2025-Q2
Exited
0
-100.0%
$00.0%$29.77
0
2025-Q1
Increased
33,662
+12.6%
$1M0.0%$29.38
28
2024-Q4
New
29,900
-
$919,4250.0%$30.35
35

Other major holders of SOVF: Vident Advisory, LLC

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