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 | 828k | $6.8M | 2% | Jun 2026 |
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| Park Avenue Securities | 654k | $5.4M | 1% | Jun 2026 |
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| Warren Averett Asset Management | 299k | $2.5M | 0% | Jun 2026 |
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| Waddell & Associates | 151k | $1.2M | 2% | Jun 2026 |
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| AE Wealth Management | 109k | $898k | -3% | Jun 2026 |
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| Citadel Advisors | 103k | $850k | 100% | Jun 2026 |
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| Triangle Securities Wealth Management | 91k | $746k | 0% | Jun 2026 |
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| Mml Investors Services | 90k | $743k | 45% | Jun 2026 |
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| Cetera Investment Advisers | 42k | $345k | 6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 40k | $331k | 18% | Jun 2026 |
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| Integrated Capital Management | 27k | $224k | 10% | Jun 2026 |
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| Independent Financial Group | 26k | $217k | -1% | Jun 2026 |
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| Gts Securities | 25k | $205k | 66% | Jun 2026 |
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| Wedbush Morgan Securities | 21k | $173k | 91% | Jun 2026 |
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| Great Lakes Retirement | 18k | $145k | -7% | Jun 2026 |
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| Kestra Advisory Services | 16k | $131k | -18% | Jun 2026 |
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| Advisor Group Holdings | 15k | $125k | 216% | Jun 2026 |
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| Lloyd Advisory Services | 14k | $116k | 270% | Jun 2026 |
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| Creative Planning | 12k | $98k | 0% | Jun 2026 |
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| Royal Bank of Canada | 12k | $97k | 0% | Jun 2026 |
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| Authentikos Wealth Advisory | 11k | $94k | 0% | Jun 2026 |
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| Elevated Capital Advisors | 8.1k | $67k | -11% | Jun 2026 |
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| UBS Group | 5.7k | $47k | 100% | Jun 2026 |
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| Institute For Wealth Management | 4.2k | $35k | 100% | Jun 2026 |
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| Kingdom Financial Group | 3.2k | $26k | -17% | Jun 2026 |
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| Hanson McClain Advisors | 2.5k | $21k | 2% | Jun 2026 |
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| Tounjian Advisory Partners | 1.5k | $13k | 100% | Jun 2026 |
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| Networth Advisors | 684.00 | $5.6k | 20% | Jun 2026 |
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| Decker Retirement Planning | 570.00 | $4.7k | 100% | Jun 2026 |
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| IFG Advisory | 475.00 | $3.9k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 164.00 | $1.3k | 0% | Jun 2026 |
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| Montgomery Financial Services | 89.00 | $731.998300 | 100% | Jun 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 |
|---|---|---|---|
| Jane Street | Mar 2026 | 15k | $116k |
| Plante Moran Financial Advisors | Mar 2026 | 11k | $83k |