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 | 580k | $25M | 107% | Jun 2026 |
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| Weaver Consulting Group | 24k | $1.0M | 0% | Jun 2026 |
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| Old Mission Capital | 15k | $665k | 59% | Jun 2026 |
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| Elevated Capital Advisors | 15k | $626k | -48% | Jun 2026 |
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| AE Wealth Management | 10k | $439k | -98% | Jun 2026 |
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| Capital Investment Advisory Services | 6.7k | $288k | 0% | 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 | $99k | 0% | Jun 2026 |
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| Lloyd Advisory Services | 478.00 | $21k | -90% | Jun 2026 |
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| DHJJ Financial Advisors | 450.00 | $20k | -27% | Jun 2026 |
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| Kingdom Financial Group | 272.00 | $12k | -94% | Jun 2026 |
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| Mosley Wealth Management | 267.00 | $12k | 1235% | Jun 2026 |
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| Compass Financial Management | 218.00 | $9.7k | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 153.00 | $6.6k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 46.00 | $2.0k | 100% | Jun 2026 |
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| POM Investment Strategies | 39.00 | $1.7k | -100% | Jun 2026 |
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| Advisor Group Holdings | 33.00 | $1.4k | -53% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| B.O.S.S. Retirement Advisors | Mar 2026 | 24k | $933k |
| Howard Bailey Securities | Mar 2026 | 22k | $857k |
| FSR Wealth Management | Mar 2026 | 19k | $752k |
| SMART Wealth | Mar 2026 | 15k | $579k |
| Integrated Wealth Management | Mar 2026 | 14k | $529k |
| Great Lakes Retirement | Mar 2026 | 12k | $469k |
| LifeWealth Investments | Mar 2026 | 10k | $404k |
| Centennial Advisors | Mar 2026 | 8.8k | $340k |
| Outlook Wealth Advisors | Mar 2026 | 8.5k | $331k |
| Family Wealth Group | Mar 2026 | 7.6k | $294k |
| FSA Advisors | Mar 2026 | 6.3k | $245k |
| Networth Advisors | Mar 2026 | 5.7k | $222k |
| Csenge Advisory Group | Mar 2026 | 5.3k | $204k |
| Quest 10 Wealth Builders | Mar 2026 | 3.4k | $132k |
| UBS Group | Mar 2026 | 223.00 | $8.7k |
| Key Capital Management | Mar 2026 | 163.00 | $6.3k |
| Decker Retirement Planning | Mar 2026 | 91.00 | $3.5k |