Who owns ELEVATION SERIES TRUST?

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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
TrueMark Investments 649k $26M 199% Jun 2026
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Weaver Consulting Group 101k $4.0M 0% Jun 2026
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Blue Bell Private Wealth Management 6.5k $259k -1% Jun 2026
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Old Mission Capital 6.1k $242k -72% Jun 2026
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Harbour Investments 1.6k $62k -52% Jun 2026
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Advisor Group Holdings 1.3k $50k 0% Jun 2026
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SRS Capital Advisors 1.2k $48k 0% Jun 2026
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AE Wealth Management 443.00 $18k -20% Jun 2026
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DHJJ Financial Advisors 410.00 $16k 0% Jun 2026
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Elevated Capital Advisors 281.00 $11k 0% Jun 2026
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Aptus Capital Advisors 207.00 $8.3k 0% Jun 2026
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Capital Investment Advisory Services 93.00 $3.7k 0% Jun 2026
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Compass Financial Management 64.00 $2.6k 100% Jun 2026
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Northwestern Mutual Wealth Management Company 24.00 $958.000800 100% Jun 2026
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Lloyd Advisory Services 7.00 $274.999900 100% Jun 2026
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IFG Advisory 2.00 $80.000000 100% Jun 2026
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