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 | 666k | $25M | 1% | Mar 2026 |
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| TrueMark Investments | 264k | $9.7M | 1% | Mar 2026 |
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| Authentikos Wealth Advisory | 239k | $8.8M | -2% | Mar 2026 |
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| Elevated Capital Advisors | 32k | $1.2M | 161% | Mar 2026 |
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| POM Investment Strategies | 32k | $1.2M | 100% | Mar 2026 |
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| SMART Wealth | 26k | $965k | -3% | Mar 2026 |
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| Howard Bailey Securities | 26k | $956k | 100% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 26k | $937k | -8% | Mar 2026 |
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| Integrated Wealth Management | 19k | $705k | 6% | Mar 2026 |
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| Outlook Wealth Advisors | 18k | $656k | -50% | Mar 2026 |
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| Weaver Consulting Group | 16k | $666k | 0% | Jun 2026 |
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| FSA Advisors | 12k | $429k | 100% | Mar 2026 |
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| Networth Advisors | 11k | $411k | -1% | Mar 2026 |
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| Centennial Advisors | 9.6k | $352k | -5% | Mar 2026 |
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| Csenge Advisory Group | 7.8k | $288k | 12% | Mar 2026 |
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| Old Mission Capital | 6.6k | $244k | 100% | Mar 2026 |
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| Kingdom Financial Group | 5.3k | $194k | -5% | Mar 2026 |
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| Lloyd Advisory Services | 5.3k | $194k | -95% | Mar 2026 |
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| Capital Investment Advisory Services | 3.6k | $147k | 0% | Jun 2026 |
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| Harbour Investments | 879.00 | $32k | -6% | Mar 2026 |
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| Aptus Capital Advisors | 856.00 | $32k | 0% | Mar 2026 |
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| Mosley Wealth Management | 468.00 | $19k | 100% | Jun 2026 |
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| UBS Group | 53.00 | $1.9k | 100% | Mar 2026 |
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| Advisor Group Holdings | 35.00 | $1.3k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 30.00 | $1.2k | 0% | Jun 2026 |
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| Assetmark | 10.00 | $410.000000 | 0% | Jun 2026 |
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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 |
| Family Wealth Group | Mar 2026 | 16k | $571k |
| Great Lakes Retirement | Mar 2026 | 13k | $474k |
| LifeWealth Investments | Mar 2026 | 13k | $470k |
| Quest 10 Wealth Builders | Mar 2026 | 6.2k | $226k |
| Goldman Sachs Group | Dec 2025 | 6.0k | $230k |
| Key Capital Management | Mar 2026 | 355.00 | $13k |
| Decker Retirement Planning | Mar 2026 | 196.00 | $7.2k |