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 |
|---|---|---|---|---|---|
| AE Wealth Management | 479k | $20M | 110016% | Mar 2026 |
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| TrueMark Investments | 221k | $9.0M | 7% | Mar 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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| B.O.S.S. Retirement Advisors | 23k | $932k | 100% | Mar 2026 |
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| Howard Bailey Securities | 21k | $867k | 100% | Mar 2026 |
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| SMART Wealth | 21k | $853k | 100% | Mar 2026 |
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| Advisor Group Holdings | 19k | $784k | -7% | Mar 2026 |
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| POM Investment Strategies | 14k | $582k | 100% | Mar 2026 |
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| Integrated Wealth Management | 13k | $535k | 100% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 12k | $468k | 0% | Mar 2026 |
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| Old Mission Capital | 11k | $428k | 8% | Mar 2026 |
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| Centennial Advisors | 8.6k | $350k | 100% | Mar 2026 |
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| Outlook Wealth Advisors | 8.2k | $333k | 100% | Mar 2026 |
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| FSA Advisors | 7.5k | $304k | 100% | Mar 2026 |
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| Stratos Wealth Partners | 6.8k | $276k | 0% | Mar 2026 |
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| Networth Advisors | 5.4k | $220k | 100% | Mar 2026 |
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| Lloyd Advisory Services | 4.3k | $174k | 142867% | Mar 2026 |
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| Kingdom Financial Group | 4.3k | $174k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 2.2k | $88k | 0% | Mar 2026 |
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| SRS Capital Advisors | 1.7k | $68k | 0% | Mar 2026 |
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| Harbour Investments | 1.1k | $43k | -20% | Mar 2026 |
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| Ballast Advisors | 600.00 | $24k | 100% | Mar 2026 |
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| UBS Group | 312.00 | $13k | -16% | Mar 2026 |
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| Blue Bell Private Wealth Management | 312.00 | $13k | 100% | Mar 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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| Elevated Capital Advisors | 8.00 | $325.000000 | 100% | Mar 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 |
| Family Wealth Group | Mar 2026 | 13k | $545k |
| Great Lakes Retirement | Mar 2026 | 12k | $467k |
| LifeWealth Investments | Mar 2026 | 11k | $435k |
| Quest 10 Wealth Builders | Mar 2026 | 5.2k | $212k |
| Key Capital Management | Mar 2026 | 235.00 | $9.6k |
| Decker Retirement Planning | Mar 2026 | 132.00 | $5.4k |