Who owns ELEVATION SERIES TRUST?
- Ticker: IDVZ
- CUSIP Number: 210322707
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| 49 Wealth Management | 4.0M | $136M | 10% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 17k | $547k | -1% | Mar 2026 |
|
| Financial Gravity Wealth | 2.3k | $77k | -1% | Mar 2026 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 38k | $1.2M |
| Wiley Bros.-aintree Capital | Sep 2025 | 13k | $400k |
| Gts Securities | Sep 2025 | 8.7k | $269k |
| Jane Street | Dec 2025 | 8.0k | $255k |