Who owns ELEVATION SERIES TRUST?
- Ticker: DECZ
- CUSIP Number: 210322764
Tip: Access positions for across all investors
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 | 435k | $18M | 0% | Dec 2025 |
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| TrueMark Investments | 208k | $8.4M | -8% | Dec 2025 |
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| Lloyd Advisory Services | 91k | $3.7M | 17% | Dec 2025 |
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| Elevated Capital Advisors | 29k | $1.2M | -4% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 26k | $1.0M | -39% | Dec 2025 |
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| Howard Bailey Securities | 26k | $1.0M | 100% | Sep 2025 |
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| Weaver Consulting Group | 24k | $945k | -8% | Dec 2025 |
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| FSR Wealth Management | 20k | $788k | -3% | Dec 2025 |
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| Goldman Sachs Group | 18k | $738k | 100% | Dec 2025 |
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| Outlook Wealth Advisors | 17k | $688k | 97% | Dec 2025 |
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| Old Mission Capital | 16k | $659k | 100% | Dec 2025 |
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| SMART Wealth | 15k | $615k | 11% | Dec 2025 |
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| LifeWealth Investments | 13k | $533k | -7% | Dec 2025 |
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| Great Lakes Retirement | 13k | $523k | -6% | Dec 2025 |
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| Jane Street | 9.4k | $380k | 100% | Dec 2025 |
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| Centennial Advisors | 9.2k | $372k | 100% | Dec 2025 |
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| Family Wealth Group | 7.4k | $299k | 5% | Dec 2025 |
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| Capital Investment Advisory Services | 6.7k | $268k | 10% | Dec 2025 |
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| Networth Advisors | 5.9k | $236k | 100% | Dec 2025 |
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| Harbour Investments | 5.8k | $233k | 0% | Dec 2025 |
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| Change Path | 5.1k | $206k | 100% | Dec 2025 |
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| Csenge Advisory Group | 5.1k | $205k | -1% | Dec 2025 |
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| Kingdom Financial Group | 5.0k | $200k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 3.4k | $137k | 0% | Dec 2025 |
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| Quest 10 Wealth Builders | 3.4k | $136k | 2% | Dec 2025 |
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| Jones Financial Companies, L.L | 3.2k | $130k | 100% | Sep 2025 |
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| Blue Bell Private Wealth Management | 1.2k | $48k | 0% | Dec 2025 |
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| DHJJ Financial Advisors | 615.00 | $25k | 1% | Dec 2025 |
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| Pineridge Advisors | 133.00 | $5.4k | 100% | Sep 2025 |
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| Decker Retirement Planning | 79.00 | $3.2k | -61% | Dec 2025 |
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| Key Capital Management | 65.00 | $2.6k | 100% | Dec 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FSA Advisors | Sep 2025 | 5.3k | $218k |
| UBS Group | Sep 2025 | 2.0k | $80k |