Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322848
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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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 | 302k | $10M | 24% | Dec 2025 |
|
| Weaver Consulting Group | 55k | $1.8M | 100% | Sep 2025 |
|
| Commonwealth Equity Services | 20k | $672k | 100% | Sep 2025 |
|
| Capital Investment Advisory Services | 5.9k | $196k | 2% | Dec 2025 |
|
| DHJJ Financial Advisors | 210.00 | $7.0k | 0% | Dec 2025 |
|
| AE Wealth Management | 74.00 | $2.5k | -14% | Dec 2025 |
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