Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322764
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 434k | $18M | 100% | Sep 2025 |
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| TrueMark Investments | 226k | $9.2M | 100% | Sep 2025 |
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| Lloyd Advisory Services | 78k | $3.2M | 100% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 43k | $1.7M | 100% | Sep 2025 |
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| Elevated Capital Advisors | 31k | $1.2M | 100% | Sep 2025 |
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| Weaver Consulting Group | 26k | $1.0M | 100% | Sep 2025 |
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| FSR Wealth Management | 20k | $821k | 100% | Sep 2025 |
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| Howard Bailey Securities | 20k | $799k | 100% | Sep 2025 |
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| LifeWealth Investments | 14k | $577k | 100% | Sep 2025 |
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| Great Lakes Retirement | 14k | $565k | 100% | Sep 2025 |
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| SMART Wealth | 14k | $559k | 100% | Sep 2025 |
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| Outlook Wealth Advisors | 8.7k | $353k | 100% | Sep 2025 |
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| Family Wealth Group | 7.0k | $287k | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 6.1k | $247k | 100% | Sep 2025 |
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| Harbour Investments | 5.8k | $236k | 100% | Sep 2025 |
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| FSA Advisors | 5.3k | $218k | 100% | Sep 2025 |
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| Csenge Advisory Group | 5.1k | $208k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 3.4k | $139k | 100% | Sep 2025 |
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| Quest 10 Wealth Builders | 3.3k | $135k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 3.2k | $130k | 100% | Sep 2025 |
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| UBS Group | 2.0k | $80k | 100% | Sep 2025 |
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| Blue Bell Private Wealth Management | 1.2k | $49k | 100% | Sep 2025 |
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| DHJJ Financial Advisors | 609.00 | $25k | 100% | Sep 2025 |
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| Decker Retirement Planning | 205.00 | $8.4k | 100% | Sep 2025 |
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| Pineridge Advisors | 133.00 | $5.4k | 100% | Sep 2025 |
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| Richard W. Paul & Associates | 45.00 | $1.8k | 100% | Sep 2025 |
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