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 | 436k | $17M | 0% | Mar 2026 |
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| TrueMark Investments | 279k | $11M | 34% | Mar 2026 |
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| Elevated Capital Advisors | 28k | $1.1M | -6% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 24k | $933k | -7% | Mar 2026 |
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| Weaver Consulting Group | 24k | $911k | 0% | Mar 2026 |
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| Howard Bailey Securities | 22k | $857k | 100% | Mar 2026 |
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| SMART Wealth | 15k | $579k | -2% | Mar 2026 |
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| POM Investment Strategies | 15k | $572k | 100% | Mar 2026 |
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| Integrated Wealth Management | 14k | $529k | 3% | Mar 2026 |
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| Great Lakes Retirement | 12k | $469k | -7% | Mar 2026 |
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| Old Mission Capital | 9.7k | $375k | -41% | Mar 2026 |
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| Centennial Advisors | 8.8k | $340k | -5% | Mar 2026 |
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| Outlook Wealth Advisors | 8.5k | $331k | -50% | Mar 2026 |
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| Capital Investment Advisory Services | 6.7k | $288k | 0% | Jun 2026 |
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| FSA Advisors | 6.3k | $245k | 100% | Mar 2026 |
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| Harbour Investments | 6.0k | $232k | 3% | Mar 2026 |
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| Networth Advisors | 5.7k | $222k | -2% | Mar 2026 |
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| Csenge Advisory Group | 5.3k | $204k | 3% | Mar 2026 |
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| Kingdom Financial Group | 4.6k | $180k | -7% | Mar 2026 |
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| Lloyd Advisory Services | 4.6k | $180k | -95% | Mar 2026 |
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| Aptus Capital Advisors | 3.4k | $133k | 0% | Mar 2026 |
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| Blue Bell Private Wealth Management | 2.3k | $89k | 91% | Mar 2026 |
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| DHJJ Financial Advisors | 450.00 | $20k | -27% | Jun 2026 |
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| Mosley Wealth Management | 267.00 | $12k | 1235% | Jun 2026 |
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| UBS Group | 223.00 | $8.7k | 100% | Mar 2026 |
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| Advisor Group Holdings | 70.00 | $2.7k | 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 | 19k | $752k |
| Goldman Sachs Group | Dec 2025 | 18k | $738k |
| LifeWealth Investments | Mar 2026 | 10k | $404k |
| Jane Street | Dec 2025 | 9.4k | $380k |
| Family Wealth Group | Mar 2026 | 7.6k | $294k |
| Change Path | Dec 2025 | 5.1k | $206k |
| Quest 10 Wealth Builders | Mar 2026 | 3.4k | $132k |
| Key Capital Management | Mar 2026 | 163.00 | $6.3k |
| Decker Retirement Planning | Mar 2026 | 91.00 | $3.5k |