Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322681
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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 |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory | 252k | $9.6M | 100% | Sep 2025 |
|
| TrueMark Investments | 231k | $8.8M | 100% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 18k | $681k | 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 |
|
| AE Wealth Management | 7.3k | $277k | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 3.5k | $133k | 100% | Sep 2025 |
|
| Harbour Investments | 936.00 | $36k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 856.00 | $33k | 100% | Sep 2025 |
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| DHJJ Financial Advisors | 30.00 | $1.1k | 100% | Sep 2025 |
|
| UBS Group | 12.00 | $456.000000 | 100% | Sep 2025 |
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