Who owns ELEVATION SERIES TRUST?
- Ticker: ERNZ
- CUSIP Number: 210322723
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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 |
|---|---|---|---|---|---|
| Significant Wealth Partners | 2.5M | $51M | -60% | Dec 2025 |
|
| AE Wealth Management | 45k | $928k | 100% | Dec 2025 |
|
| Wolverine Trading | 24k | $536k | 100% | Sep 2025 |
|
| Hrt Financial | 15k | $303k | 100% | Dec 2025 |
|
| Susquehanna International | 14k | $296k | 100% | Dec 2025 |
|
| FMR | 1.00 | $22.000000 | 100% | Sep 2025 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Sep 2025 | 13k | $288k |
| Advisor Group Holdings | Sep 2025 | 1.7k | $38k |