Who owns ELEVATION SERIES TRUST?
- Ticker: JULZ
- CUSIP Number: 210322822
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
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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 | 196k | $8.3M | 2% | Dec 2025 |
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| Valtinson Bruner Financial Planning | 58k | $2.4M | -1% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 17k | $713k | 8% | Dec 2025 |
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| Weaver Consulting Group | 14k | $608k | 2% | Dec 2025 |
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| Elevated Capital Advisors | 13k | $541k | -2% | Dec 2025 |
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| Old Mission Capital | 12k | $496k | -7% | Dec 2025 |
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| Capital Investment Advisory Services | 6.9k | $290k | -1% | Dec 2025 |
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| Insight 2811 | 6.8k | $288k | -13% | Dec 2025 |
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| Jpmorgan Chase & Co | 6.6k | $304k | 100% | Sep 2025 |
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| Susquehanna International | 6.4k | $271k | 100% | Dec 2025 |
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| IFP Advisors | 6.3k | $266k | 0% | Dec 2025 |
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| Wolverine Trading | 4.7k | $216k | 100% | Sep 2025 |
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| Advisor Group Holdings | 2.6k | $110k | 100% | Dec 2025 |
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| SRS Capital Advisors | 1.6k | $67k | 0% | Dec 2025 |
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| AE Wealth Management | 987.00 | $42k | -24% | Dec 2025 |
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| Harbour Investments | 191.00 | $8.0k | 0% | Dec 2025 |
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| UBS Group | 57.00 | $2.4k | 100% | Dec 2025 |
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| Lloyd Advisory Services | 49.00 | $2.1k | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 10.00 | $422.000000 | 0% | Dec 2025 |
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| Assetmark | 8.00 | $337.000000 | 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 | 62k | $2.9M |
| Goldman Sachs Group | Sep 2025 | 10k | $464k |
| LPL Financial | Sep 2025 | 4.4k | $203k |