Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322566
Tip: Access positions for across all investors
Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Elevation Series Trust stock
Who bought or sold ELEVATION SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 206k | $5.0M | 100% | Mar 2026 |
|
| Citadel Advisors | 35k | $845k | 100% | Mar 2026 |
|
| B.O.S.S. Retirement Advisors | 19k | $447k | 100% | Mar 2026 |
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| Howard Bailey Securities | 18k | $425k | 100% | Mar 2026 |
|
| Great Lakes Retirement | 9.6k | $231k | 100% | Mar 2026 |
|
| Elevated Capital Advisors | 6.2k | $149k | 100% | Mar 2026 |
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| Lloyd Advisory Services | 3.3k | $80k | 100% | Mar 2026 |
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| Kingdom Financial Group | 3.3k | $80k | 100% | Mar 2026 |
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| Networth Advisors | 898.00 | $22k | 100% | Mar 2026 |
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| Quest 10 Wealth Builders | 824.00 | $20k | 100% | Mar 2026 |
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| UBS Group | 170.00 | $4.1k | 100% | Mar 2026 |
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