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 | 462k | $21M | 129% | Jun 2026 |
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| Valtinson Bruner Financial Planning | 57k | $2.6M | -1% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 23k | $1.1M | 37% | Jun 2026 |
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| Action Point Financial Planning | 18k | $824k | 100% | Jun 2026 |
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| Weaver Consulting Group | 14k | $655k | 0% | Jun 2026 |
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| Old Mission Capital | 8.1k | $368k | -76% | Jun 2026 |
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| Capital Investment Advisory Services | 6.6k | $302k | -3% | Jun 2026 |
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| Advisor Group Holdings | 2.4k | $109k | -8% | Jun 2026 |
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| SRS Capital Advisors | 1.6k | $73k | 0% | Jun 2026 |
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| AE Wealth Management | 729.00 | $33k | -15% | Jun 2026 |
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| Blue Bell Private Wealth Management | 501.00 | $23k | 25% | Jun 2026 |
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| Harbour Investments | 391.00 | $18k | -20% | Jun 2026 |
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| Elevated Capital Advisors | 232.00 | $11k | 0% | Jun 2026 |
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| Compass Financial Management | 51.00 | $2.4k | 100% | Jun 2026 |
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| IFG Advisory | 26.00 | $1.2k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 21.00 | $951.999300 | 100% | Jun 2026 |
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| DHJJ Financial Advisors | 5.00 | $227.000000 | -50% | Jun 2026 |
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| Lloyd Advisory Services | 3.00 | $125.000100 | 100% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 11k | $437k |
| UBS Group | Mar 2026 | 387.00 | $16k |