Who owns ELEVATION SERIES TRUST?
- Ticker: AUGZ
- CUSIP Number: 210322814
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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 | 481k | $22M | 117% | Jun 2026 |
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| Weaver Consulting Group | 106k | $4.8M | 0% | Jun 2026 |
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| Capital Investment Advisory Services | 32k | $1.5M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 28k | $1.3M | 0% | Jun 2026 |
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| Advisor Group Holdings | 20k | $920k | 5% | Jun 2026 |
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| Old Mission Capital | 20k | $883k | 85% | Jun 2026 |
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| Hrt Financial | 11k | $512k | 100% | Jun 2026 |
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| Valtinson Bruner Financial Planning | 11k | $491k | -6% | Jun 2026 |
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| Action Point Financial Planning | 7.6k | $344k | 100% | Jun 2026 |
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| Stratos Wealth Partners | 6.8k | $308k | 0% | Jun 2026 |
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| Jane Street | 6.2k | $283k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 2.2k | $98k | 0% | Jun 2026 |
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| SRS Capital Advisors | 1.7k | $76k | 0% | Jun 2026 |
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| AE Wealth Management | 1.4k | $63k | -100% | Jun 2026 |
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| Blue Bell Private Wealth Management | 1.1k | $51k | 256% | Jun 2026 |
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| IFG Advisory | 868.00 | $39k | 100% | Jun 2026 |
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| Compass Financial Management | 627.00 | $29k | 100% | Jun 2026 |
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| Harbour Investments | 605.00 | $27k | -43% | Jun 2026 |
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| DHJJ Financial Advisors | 280.00 | $13k | 0% | Jun 2026 |
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| Mosley Wealth Management | 60.00 | $2.7k | 100% | Jun 2026 |
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| Lloyd Advisory Services | 49.00 | $2.2k | -99% | Jun 2026 |
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| Tounjian Advisory Partners | 17.00 | $770.999300 | 100% | Jun 2026 |
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| UBS Group | 1.00 | $45.000000 | -100% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FSR Wealth Management | Mar 2026 | 26k | $1.0M |
| B.O.S.S. Retirement Advisors | Mar 2026 | 23k | $932k |
| Howard Bailey Securities | Mar 2026 | 21k | $867k |
| SMART Wealth | Mar 2026 | 21k | $853k |
| POM Investment Strategies | Mar 2026 | 14k | $582k |
| Family Wealth Group | Mar 2026 | 13k | $545k |
| Integrated Wealth Management | Mar 2026 | 13k | $535k |
| Great Lakes Retirement | Mar 2026 | 12k | $467k |
| LifeWealth Investments | Mar 2026 | 11k | $435k |
| Centennial Advisors | Mar 2026 | 8.6k | $350k |
| Outlook Wealth Advisors | Mar 2026 | 8.2k | $333k |
| FSA Advisors | Mar 2026 | 7.5k | $304k |
| Networth Advisors | Mar 2026 | 5.4k | $220k |
| Quest 10 Wealth Builders | Mar 2026 | 5.2k | $212k |
| Kingdom Financial Group | Mar 2026 | 4.3k | $174k |
| Ballast Advisors | Mar 2026 | 600.00 | $24k |
| Key Capital Management | Mar 2026 | 235.00 | $9.6k |
| Decker Retirement Planning | Mar 2026 | 132.00 | $5.4k |
| Elevated Capital Advisors | Mar 2026 | 8.00 | $325.000000 |