Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322855
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 | 256k | $9.6M | 15% | Dec 2025 |
|
| Weaver Consulting Group | 104k | $4.0M | 100% | Sep 2025 |
|
| Elevated Capital Advisors | 12k | $462k | -5% | Dec 2025 |
|
| Harbour Investments | 2.5k | $95k | 100% | Sep 2025 |
|
| Advisor Group Holdings | 1.3k | $46k | 100% | Sep 2025 |
|
| SRS Capital Advisors | 1.2k | $45k | 100% | Sep 2025 |
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| AE Wealth Management | 702.00 | $26k | -23% | Dec 2025 |
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| DHJJ Financial Advisors | 410.00 | $15k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 207.00 | $7.9k | 100% | Sep 2025 |
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| UBS Group | 139.00 | $5.3k | 100% | Sep 2025 |
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| Capital Investment Advisory Services | 93.00 | $3.5k | 3% | Dec 2025 |
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