Who owns ELEVATION SERIES TRUST?
- Ticker: JANZ
- CUSIP Number: 210322681
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 |
|---|---|---|---|---|---|
| TrueMark Investments | 593k | $24M | 125% | Jun 2026 |
|
| Authentikos Wealth Advisory | 214k | $8.8M | -10% | Jun 2026 |
|
| Old Mission Capital | 27k | $1.1M | 303% | Jun 2026 |
|
| Elevated Capital Advisors | 17k | $705k | -47% | Jun 2026 |
|
| Weaver Consulting Group | 16k | $666k | 0% | Jun 2026 |
|
| AE Wealth Management | 14k | $558k | -98% | Jun 2026 |
|
| Susquehanna International | 11k | $441k | 100% | Jun 2026 |
|
| IFG Advisory | 4.4k | $182k | 100% | Jun 2026 |
|
| Capital Investment Advisory Services | 3.6k | $147k | 0% | Jun 2026 |
|
| Aptus Capital Advisors | 856.00 | $35k | 0% | Jun 2026 |
|
| Lloyd Advisory Services | 509.00 | $21k | -90% | Jun 2026 |
|
| Mosley Wealth Management | 468.00 | $19k | 100% | Jun 2026 |
|
| Harbour Investments | 293.00 | $12k | -67% | Jun 2026 |
|
| Kingdom Financial Group | 281.00 | $12k | -95% | Jun 2026 |
|
| UBS Group | 253.00 | $10k | 377% | Jun 2026 |
|
| Compass Financial Management | 231.00 | $9.7k | 100% | Jun 2026 |
|
| Tounjian Advisory Partners | 165.00 | $6.8k | 100% | Jun 2026 |
|
| POM Investment Strategies | 87.00 | $3.6k | -100% | Jun 2026 |
|
| Advisor Group Holdings | 35.00 | $1.4k | 0% | Jun 2026 |
|
| DHJJ Financial Advisors | 30.00 | $1.2k | 0% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 24.00 | $982.999200 | 100% | Jun 2026 |
|
| Assetmark | 10.00 | $410.000000 | 0% | Jun 2026 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FSR Wealth Management | Mar 2026 | 40k | $1.5M |
| SMART Wealth | Mar 2026 | 26k | $965k |
| Howard Bailey Securities | Mar 2026 | 26k | $956k |
| B.O.S.S. Retirement Advisors | Mar 2026 | 26k | $937k |
| Integrated Wealth Management | Mar 2026 | 19k | $705k |
| Outlook Wealth Advisors | Mar 2026 | 18k | $656k |
| Family Wealth Group | Mar 2026 | 16k | $571k |
| Great Lakes Retirement | Mar 2026 | 13k | $474k |
| LifeWealth Investments | Mar 2026 | 13k | $470k |
| FSA Advisors | Mar 2026 | 12k | $429k |
| Networth Advisors | Mar 2026 | 11k | $411k |
| Centennial Advisors | Mar 2026 | 9.6k | $352k |
| Csenge Advisory Group | Mar 2026 | 7.8k | $288k |
| Quest 10 Wealth Builders | Mar 2026 | 6.2k | $226k |
| Key Capital Management | Mar 2026 | 355.00 | $13k |
| Decker Retirement Planning | Mar 2026 | 196.00 | $7.2k |