Who owns ELEVATION SERIES TRUST?
- Ticker: DECZ
- CUSIP Number: 210322764
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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 | 598k | $26M | 3% | Sep 2026 |
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| Weaver Consulting Group | 24k | $1.0M | 0% | Sep 2026 |
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| Old Mission Capital | 15k | $665k | 59% | Jun 2026 |
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| AE Wealth Management | 10k | $439k | -98% | Jun 2026 |
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| Change Path | 4.7k | $204k | 100% | Jun 2026 |
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| Harbour Investments | 3.9k | $167k | -35% | Jun 2026 |
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| IFG Advisory | 3.8k | $166k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 3.4k | $148k | 0% | Jun 2026 |
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| Blue Bell Private Wealth Management | 2.3k | $101k | 0% | Sep 2026 |
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| Elevated Capital Advisors | 849.00 | $37k | -94% | Sep 2026 |
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| Lloyd Advisory Services | 477.00 | $21k | 0% | Sep 2026 |
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| DHJJ Financial Advisors | 450.00 | $20k | 0% | Sep 2026 |
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| Kingdom Financial Group | 272.00 | $12k | 0% | Sep 2026 |
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| Mosley Wealth Management | 242.00 | $11k | -9% | Sep 2026 |
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| Compass Financial Management | 112.00 | $4.9k | -49% | Sep 2026 |
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| Tounjian Advisory Partners | 100.00 | $4.4k | -35% | Sep 2026 |
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| Northwestern Mutual Wealth Management Company | 46.00 | $2.0k | 100% | Jun 2026 |
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| Advisor Group Holdings | 33.00 | $1.4k | -53% | Jun 2026 |
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| POM Investment Strategies | 32.00 | $1.4k | -18% | Sep 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Capital Investment Advisory Services | Jun 2026 | 6.7k | $288k |
| FSA Advisors | Mar 2026 | 6.3k | $245k |
| UBS Group | Mar 2026 | 223.00 | $8.7k |