Who owns ELEVATION SERIES TRUST?
- Ticker: JULZ
- CUSIP Number: 210322822
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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 | 202k | $8.1M | 3% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 57k | $2.3M | -1% | Mar 2026 |
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| Mid-American Wealth Advisory Group | 17k | $713k | 0% | Mar 2026 |
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| Weaver Consulting Group | 14k | $580k | 0% | Mar 2026 |
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| Old Mission Capital | 12k | $496k | -7% | Dec 2025 |
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| Capital Investment Advisory Services | 6.8k | $275k | -1% | Mar 2026 |
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| Susquehanna International | 6.4k | $271k | 100% | Dec 2025 |
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| Advisor Group Holdings | 2.6k | $110k | 100% | Dec 2025 |
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| SRS Capital Advisors | 1.6k | $64k | 0% | Mar 2026 |
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| AE Wealth Management | 856.00 | $34k | -13% | Mar 2026 |
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| Harbour Investments | 491.00 | $20k | 157% | Mar 2026 |
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| Blue Bell Private Wealth Management | 401.00 | $16k | 100% | Mar 2026 |
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| UBS Group | 387.00 | $16k | 579% | Mar 2026 |
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| Elevated Capital Advisors | 232.00 | $9.3k | -98% | Mar 2026 |
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| DHJJ Financial Advisors | 10.00 | $402.000000 | 0% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Insight 2811 | Dec 2025 | 6.8k | $288k |
| Jpmorgan Chase & Co | Sep 2025 | 6.6k | $304k |
| IFP Advisors | Dec 2025 | 6.3k | $266k |
| Lloyd Advisory Services | Dec 2025 | 49.00 | $2.1k |