Who owns ELEVATION SERIES TRUST?
- Ticker: CEFZ
- CUSIP Number: 210322673
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 814k | $6.4M | -1% | Mar 2026 |
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| Park Avenue Securities | 647k | $5.1M | -2% | Mar 2026 |
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| Warren Averett Asset Management | 307k | $2.5M | -1% | Dec 2025 |
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| Waddell & Associates | 147k | $1.2M | 3% | Mar 2026 |
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| AE Wealth Management | 112k | $883k | 0% | Mar 2026 |
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| Triangle Securities Wealth Management | 91k | $711k | 0% | Mar 2026 |
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| Mml Investors Services | 62k | $487k | -32% | Mar 2026 |
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| Gts Securities | 58k | $474k | 359% | Dec 2025 |
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| Cetera Investment Advisers | 40k | $311k | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 34k | $268k | 47% | Mar 2026 |
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| Independent Financial Group | 27k | $210k | 5% | Mar 2026 |
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| Integrated Capital Management | 25k | $194k | 2% | Mar 2026 |
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| Kestra Advisory Services | 19k | $151k | 100% | Mar 2026 |
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| Great Lakes Retirement | 19k | $148k | -9% | Mar 2026 |
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| Advisor Group Holdings | 15k | $123k | 1% | Dec 2025 |
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| Jane Street | 15k | $116k | 100% | Mar 2026 |
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| Creative Planning | 12k | $93k | 0% | Mar 2026 |
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| Royal Bank of Canada | 12k | $93k | 0% | Mar 2026 |
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| Authentikos Wealth Advisory | 11k | $90k | 4% | Mar 2026 |
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| Wedbush Morgan Securities | 11k | $86k | 100% | Mar 2026 |
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| Plante Moran Financial Advisors | 11k | $83k | 0% | Mar 2026 |
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| Elevated Capital Advisors | 9.1k | $72k | 100% | Mar 2026 |
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| Atlantic Trust | 4.4k | $36k | 0% | Dec 2025 |
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| Kingdom Financial Group | 3.8k | $30k | 5% | Mar 2026 |
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| Lloyd Advisory Services | 3.8k | $30k | -74% | Mar 2026 |
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| Hanson McClain Advisors | 2.4k | $20k | 100% | Dec 2025 |
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| Networth Advisors | 569.00 | $4.5k | -28% | Mar 2026 |
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| Quest 10 Wealth Builders | 164.00 | $1.3k | 0% | Mar 2026 |
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| Triumph Capital Management | 28.00 | $219.998800 | 12% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Farther Finance Advisors | Dec 2025 | 792.00 | $6.5k |
| Aventura Private Wealth | Dec 2025 | 384.00 | $3.1k |