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Holdings (Monthly) Guide ↗

Polen Dividend Income ETF

· Elevation Series Trust
Monthly Holdings $267M AUM 23 positions Period Jun 2026 Filed Aug 27, 2026 EDGAR ↗ ← All Funds
All 5 New 23 Added 2 Reduced 4 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 UnitedHealth Group Inc UNH Mar 2026 38,392 +19,615 $16.0M +214.1% 5.98% EC
2 Philip Morris International Inc PM Mar 2026 85,665 +11,160 $15.5M +25.8% 5.80% EC
3 MPLX LP MPLX Mar 2026 266,131 +34,596 $15.0M +13.5% 5.61% EC
4 Verizon Communications Inc VZ Mar 2026 329,840 +42,873 $14.0M -3.1% 5.23% EC
5 Johnson & Johnson JNJ Mar 2026 50,803 +6,603 $12.9M +19.4% 4.83% EC
6 NextEra Energy Inc NEE Mar 2026 143,750 +18,693 $12.6M +8.6% 4.73% EC
7 United Parcel Service Inc UPS Mar 2026 114,909 +14,973 $12.4M +25.6% 4.63% EC
8 British American Tobacco PLC BTI Mar 2026 167,105 +21,762 $10.3M +21.4% 3.87% EC
9 Home Depot Inc/The HD Mar 2026 29,197 +10,907 $10.3M +71.2% 3.86% EC
10 American Electric Power Co Inc AEP Mar 2026 70,152 +9,114 $9.6M +20.0% 3.59% EC
11 AbbVie Inc ABBV Mar 2026 37,043 +4,836 $9.3M +33.1% 3.49% EC
12 Hershey Co/The HSY Mar 2026 49,051 +6,417 $8.6M -2.9% 3.22% EC
13 Enbridge Inc ENB Mar 2026 157,958 +20,553 $8.6M +15.1% 3.21% EC
14 CME Group Inc CME Mar 2026 38,039 +4,929 $8.4M -14.1% 3.15% EC
15 Cigna Group/The CI Mar 2026 29,614 +3,813 $8.2M +18.6% 3.06% EC
16 Goldman Sachs Group Inc/The GS Mar 2026 7,487 +2,863 $7.6M +93.6% 2.84% EC
17 American International Group I AIG Mar 2026 100,526 +13,113 $7.5M +13.9% 2.81% EC
18 PepsiCo Inc PEP Mar 2026 50,070 +6,510 $6.8M +0.2% 2.54% EC
19 Atmos Energy Corp ATO Mar 2026 38,335 +5,022 $6.6M +7.3% 2.47% EC
20 Brookfield Infrastructure Corp BIPC Mar 2026 170,826 +22,227 $6.6M +12.0% 2.46% EC
21 Altria Group Inc MO Mar 2026 87,116 +11,346 $6.3M +25.4% 2.35% EC
22 STATE STREET INSTITUTIONAL US SALXX Mar 2026 5,702,162 +2,290,482 $5.7M +67.1% 2.14% STIV
23 Procter & Gamble Co/The PG Mar 2026 33,454 +4,371 $4.9M +16.8% 1.84% EC