Who owns ELEVATION SERIES TRUST?
- Ticker: JANZ
- CUSIP Number: 210322681
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 657k | $25M | 8918% | Dec 2025 |
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| TrueMark Investments | 262k | $10M | 14% | Dec 2025 |
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| Authentikos Wealth Advisory | 243k | $9.3M | -3% | Dec 2025 |
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| Lloyd Advisory Services | 101k | $3.9M | 100% | Dec 2025 |
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| FSR Wealth Management | 40k | $1.5M | 100% | Dec 2025 |
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| Outlook Wealth Advisors | 36k | $1.4M | 100% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 28k | $1.1M | 100% | Dec 2025 |
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| SMART Wealth | 27k | $1.0M | 100% | Dec 2025 |
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| LifeWealth Investments | 16k | $626k | 100% | Dec 2025 |
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| Family Wealth Group | 15k | $569k | 100% | Dec 2025 |
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| Weaver Consulting Group | 15k | $554k | 0% | Dec 2025 |
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| Great Lakes Retirement | 14k | $539k | 100% | Dec 2025 |
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| Elevated Capital Advisors | 12k | $472k | -5% | Dec 2025 |
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| Networth Advisors | 11k | $428k | 100% | Dec 2025 |
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| Centennial Advisors | 10k | $385k | 100% | Dec 2025 |
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| Csenge Advisory Group | 7.0k | $266k | 100% | Dec 2025 |
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| Quest 10 Wealth Builders | 6.1k | $231k | 100% | Dec 2025 |
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| Goldman Sachs Group | 6.0k | $230k | 100% | Dec 2025 |
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| Kingdom Financial Group | 5.6k | $212k | 100% | Dec 2025 |
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| Capital Investment Advisory Services | 3.5k | $133k | 0% | Dec 2025 |
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| Harbour Investments | 936.00 | $36k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 856.00 | $33k | 0% | Dec 2025 |
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| Decker Retirement Planning | 171.00 | $6.5k | 100% | Dec 2025 |
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| Key Capital Management | 138.00 | $5.3k | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 30.00 | $1.1k | 0% | Dec 2025 |
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| Assetmark | 10.00 | $381.000000 | 100% | Dec 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Sep 2025 | 18k | $681k |
| Old Mission Capital | Sep 2025 | 17k | $647k |
| UBS Group | Sep 2025 | 12.00 | $456.000000 |