Who owns ELEVATION SERIES TRUST?
- Ticker: NOVZ
- CUSIP Number: 210322772
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
Download as csv
Download as Excel
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 | 182k | $8.0M | -3% | Dec 2025 |
|
| Valtinson Bruner Financial Planning | 69k | $3.0M | -3% | Dec 2025 |
|
| Wedbush Morgan Securities | 45k | $2.0M | -4% | Dec 2025 |
|
| Elevated Capital Advisors | 13k | $571k | -4% | Dec 2025 |
|
| Advisor Group Holdings | 12k | $525k | 3% | Dec 2025 |
|
| LaSalle St. Investment Advisors | 5.1k | $225k | 0% | Dec 2025 |
|
| Blue Bell Private Wealth Management | 1.6k | $68k | 100% | Dec 2025 |
|
| AE Wealth Management | 879.00 | $39k | -31% | Dec 2025 |
|
| Kestra Advisory Services | 581.00 | $26k | 100% | Dec 2025 |
|
| SRS Capital Advisors | 370.00 | $16k | 0% | Dec 2025 |
|
| DHJJ Financial Advisors | 222.00 | $9.7k | 0% | Dec 2025 |
|
| Capital Investment Advisory Services | 181.00 | $7.9k | 100% | Dec 2025 |
|
| UBS Group | 148.00 | $6.5k | -62% | Dec 2025 |
|
| Lloyd Advisory Services | 78.00 | $3.4k | 100% | Dec 2025 |
|
| Assetmark | 8.00 | $351.000000 | 100% | Dec 2025 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 6.6k | $296k |
| Insight 2811 | Sep 2025 | 5.1k | $229k |