Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322863
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 | 273k | $9.4M | 9% | Dec 2025 |
|
| Mid-American Wealth Advisory Group | 61k | $2.1M | -4% | Dec 2025 |
|
| Weaver Consulting Group | 55k | $1.9M | 100% | Sep 2025 |
|
| Elevated Capital Advisors | 17k | $569k | -3% | Dec 2025 |
|
| Wolverine Trading | 6.6k | $229k | 100% | Sep 2025 |
|
| Capital Investment Advisory Services | 1.4k | $49k | 3% | Dec 2025 |
|
| AE Wealth Management | 858.00 | $29k | -22% | Dec 2025 |
|
| DHJJ Financial Advisors | 320.00 | $11k | 0% | Dec 2025 |
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| Harbour Investments | 300.00 | $10k | 100% | Sep 2025 |
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| UBS Group | 55.00 | $1.9k | 100% | Sep 2025 |
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