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 |
|---|---|---|---|---|---|
| TrueMark Investments | 593k | $24M | 125% | Jun 2026 |
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| Authentikos Wealth Advisory | 214k | $8.8M | -10% | Jun 2026 |
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| Old Mission Capital | 27k | $1.1M | 303% | Jun 2026 |
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| Elevated Capital Advisors | 17k | $705k | -47% | Jun 2026 |
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| Weaver Consulting Group | 16k | $654k | -3% | Sep 2026 |
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| AE Wealth Management | 14k | $558k | -98% | Jun 2026 |
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| Susquehanna International | 11k | $441k | 100% | Jun 2026 |
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| IFG Advisory | 4.4k | $182k | 100% | Jun 2026 |
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| Capital Investment Advisory Services | 3.6k | $147k | 0% | Jun 2026 |
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| Aptus Capital Advisors | 856.00 | $35k | 0% | Jun 2026 |
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| Lloyd Advisory Services | 509.00 | $21k | -90% | Jun 2026 |
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| Mosley Wealth Management | 414.00 | $17k | -12% | Sep 2026 |
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| Harbour Investments | 293.00 | $12k | -67% | Jun 2026 |
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| Kingdom Financial Group | 281.00 | $12k | -95% | Jun 2026 |
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| UBS Group | 253.00 | $10k | 377% | Jun 2026 |
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| Compass Financial Management | 231.00 | $9.7k | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 165.00 | $6.8k | 100% | Jun 2026 |
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| POM Investment Strategies | 69.00 | $2.9k | -21% | Sep 2026 |
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| Advisor Group Holdings | 35.00 | $1.4k | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 30.00 | $1.2k | 0% | Sep 2026 |
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| Northwestern Mutual Wealth Management Company | 24.00 | $982.999200 | 100% | Jun 2026 |
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| Assetmark | 10.00 | $415.000000 | 0% | Sep 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SMART Wealth | Mar 2026 | 26k | $965k |
| Family Wealth Group | Mar 2026 | 16k | $571k |
| FSA Advisors | Mar 2026 | 12k | $429k |
| Networth Advisors | Mar 2026 | 11k | $411k |
| 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 |