Who owns ELEVATION SERIES TRUST?
- Ticker: JUNZ
- CUSIP Number: 210322830
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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 | 272k | $8.5M | -2% | Mar 2026 |
|
| Weaver Consulting Group | 17k | $541k | -4% | Mar 2026 |
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| Old Mission Capital | 16k | $510k | 85% | Dec 2025 |
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| LaSalle St. Investment Advisors | 11k | $354k | 0% | Mar 2026 |
|
| Advisor Group Holdings | 1.2k | $38k | 0% | Dec 2025 |
|
| UBS Group | 670.00 | $21k | 11067% | Mar 2026 |
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| AE Wealth Management | 6.00 | $187.000200 | 0% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Dec 2025 | 4.0k | $132k |
| Harbour Investments | Dec 2025 | 691.00 | $23k |