Who owns ELEVATION SERIES TRUST?

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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 231k $7.3M -24% Mar 2026
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Weaver Consulting Group 54k $1.7M 0% Mar 2026
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Commonwealth Equity Services 20k $636k 0% Mar 2026
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Old Mission Capital 13k $445k 100% Dec 2025
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Capital Investment Advisory Services 5.9k $187k 0% Mar 2026
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Blue Bell Private Wealth Management 982.00 $31k 100% Mar 2026
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DHJJ Financial Advisors 210.00 $6.7k 0% Mar 2026
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AE Wealth Management 59.00 $1.9k -20% Mar 2026
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