Who owns ELEVATION SERIES TRUST?
- Ticker: MARZ
- CUSIP Number: 210322863
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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 | 793k | $29M | 150% | Jun 2026 |
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| Weaver Consulting Group | 53k | $1.9M | -1% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 51k | $1.9M | -16% | Jun 2026 |
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| Old Mission Capital | 13k | $461k | -7% | Jun 2026 |
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| Capital Investment Advisory Services | 1.4k | $52k | 0% | Jun 2026 |
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| Harbour Investments | 1.1k | $40k | -27% | Jun 2026 |
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| Blue Bell Private Wealth Management | 838.00 | $31k | 0% | Jun 2026 |
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| AE Wealth Management | 702.00 | $26k | -7% | Jun 2026 |
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| DHJJ Financial Advisors | 320.00 | $12k | 0% | Jun 2026 |
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| Elevated Capital Advisors | 306.00 | $11k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 26.00 | $952.998800 | 100% | Jun 2026 |
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| Compass Financial Management | 14.00 | $527.000600 | 100% | Jun 2026 |
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| IFG Advisory | 3.00 | $110.000100 | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 2.00 | $58.000000 | 100% | Jun 2026 |
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| Lloyd Advisory Services | 1.00 | $52.000000 | 100% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 11k | $345k |
| Wells Fargo & Company | Mar 2026 | 1.8k | $59k |
| Advisor Group Holdings | Mar 2026 | 21.00 | $691.000800 |