Who owns ELEVATION SERIES TRUST?
- Ticker: NOVZ
- CUSIP Number: 210322772
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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 | 220k | $9.3M | 21% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 68k | $2.9M | -3% | Mar 2026 |
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| Wedbush Morgan Securities | 43k | $1.8M | -4% | Mar 2026 |
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| Advisor Group Holdings | 12k | $525k | 3% | Dec 2025 |
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| LaSalle St. Investment Advisors | 5.1k | $218k | 0% | Mar 2026 |
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| Blue Bell Private Wealth Management | 3.2k | $134k | 103% | Mar 2026 |
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| AE Wealth Management | 780.00 | $33k | -11% | Mar 2026 |
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| UBS Group | 269.00 | $11k | 82% | Mar 2026 |
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| SRS Capital Advisors | 269.00 | $11k | -27% | Mar 2026 |
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| Elevated Capital Advisors | 240.00 | $10k | -98% | Mar 2026 |
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| Capital Investment Advisory Services | 181.00 | $7.7k | 0% | Mar 2026 |
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| DHJJ Financial Advisors | 72.00 | $3.1k | -68% | Mar 2026 |
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| Assetmark | 8.00 | $339.000000 | 0% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 6.6k | $296k |
| Kestra Advisory Services | Dec 2025 | 581.00 | $26k |
| Lloyd Advisory Services | Dec 2025 | 78.00 | $3.4k |