Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322681
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| TrueMark Investments | 262k | $10M | 14% | Dec 2025 |
|
| Authentikos Wealth Advisory | 252k | $9.6M | 100% | Sep 2025 |
|
| Old Mission Capital | 17k | $647k | 100% | Sep 2025 |
|
| Weaver Consulting Group | 15k | $552k | 100% | Sep 2025 |
|
| Elevated Capital Advisors | 13k | $493k | 100% | Sep 2025 |
|
| Networth Advisors | 11k | $428k | 100% | Dec 2025 |
|
| Centennial Advisors | 10k | $385k | 100% | Dec 2025 |
|
| AE Wealth Management | 7.3k | $277k | 100% | Sep 2025 |
|
| Capital Investment Advisory Services | 3.5k | $133k | 0% | Dec 2025 |
|
| Harbour Investments | 936.00 | $36k | 100% | Sep 2025 |
|
| Aptus Capital Advisors | 856.00 | $33k | 100% | Sep 2025 |
|
| DHJJ Financial Advisors | 30.00 | $1.1k | 0% | Dec 2025 |
|
| UBS Group | 12.00 | $456.000000 | 100% | Sep 2025 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Sep 2025 | 18k | $681k |