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 | 585k | $28M | 166% | Jun 2026 |
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| Valtinson Bruner Financial Planning | 69k | $3.2M | 2% | Jun 2026 |
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| Wedbush Morgan Securities | 36k | $1.7M | -17% | Jun 2026 |
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| Old Mission Capital | 17k | $820k | -29% | Jun 2026 |
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| Advisor Group Holdings | 12k | $563k | 0% | Jun 2026 |
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| LaSalle St. Investment Advisors | 5.1k | $242k | 0% | Jun 2026 |
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| LPL Financial | 4.6k | $218k | 100% | Jun 2026 |
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| Blue Bell Private Wealth Management | 3.2k | $149k | 0% | Jun 2026 |
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| AE Wealth Management | 582.00 | $27k | -25% | Jun 2026 |
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| SRS Capital Advisors | 269.00 | $13k | 0% | Jun 2026 |
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| Elevated Capital Advisors | 240.00 | $11k | 0% | Jun 2026 |
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| Capital Investment Advisory Services | 181.00 | $8.5k | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 72.00 | $3.4k | 0% | Jun 2026 |
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| IFG Advisory | 24.00 | $1.1k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 20.00 | $941.000000 | 100% | Jun 2026 |
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| Compass Financial Management | 11.00 | $529.999800 | 100% | Jun 2026 |
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| Lloyd Advisory Services | 8.00 | $383.000000 | 100% | Jun 2026 |
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| Assetmark | 8.00 | $376.000000 | 0% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Mar 2026 | 269.00 | $11k |