Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322772
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 |
|---|---|---|---|---|---|
| TrueMark Investments | 188k | $8.4M | 100% | Sep 2025 |
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| Valtinson Bruner Financial Planning | 71k | $3.2M | 100% | Sep 2025 |
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| Wedbush Morgan Securities | 47k | $2.1M | 100% | Sep 2025 |
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| Elevated Capital Advisors | 14k | $603k | 100% | Sep 2025 |
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| Advisor Group Holdings | 12k | $519k | 100% | Sep 2025 |
|
| Old Mission Capital | 6.6k | $296k | 100% | Sep 2025 |
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| LaSalle St. Investment Advisors | 5.1k | $228k | 100% | Sep 2025 |
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| Insight 2811 | 5.1k | $229k | 100% | Sep 2025 |
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| AE Wealth Management | 1.3k | $57k | 100% | Sep 2025 |
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| UBS Group | 391.00 | $17k | 100% | Sep 2025 |
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| SRS Capital Advisors | 370.00 | $17k | 100% | Sep 2025 |
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| DHJJ Financial Advisors | 222.00 | $9.9k | 100% | Sep 2025 |
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