Who owns ELEVATION SERIES TRUST?
- Ticker: IDVZ
- CUSIP Number: 210322707
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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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 62k | $2.1M | 100% | Jun 2026 |
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| Weaver Consulting Group | 26k | $906k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 21k | $724k | 100% | Jun 2026 |
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| Thrivent Financial for Lutherans | 14k | $473k | -17% | Jun 2026 |
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| Gts Securities | 12k | $406k | 3% | Jun 2026 |
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| Financial Gravity Companies | 2.3k | $79k | 100% | Jun 2026 |
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| Financial Gravity Wealth | 2.3k | $77k | -1% | Mar 2026 |
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| UBS Group | 380.00 | $13k | 100% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| 49 Wealth Management | Mar 2026 | 4.0M | $136M |
| Virtu Financial | Mar 2026 | 15k | $515k |
| Wiley Bros.-aintree Capital | Mar 2026 | 6.1k | $206k |