Who owns ELEVATION SERIES TRUST?
- Ticker: ONEH
- CUSIP Number: 210322566
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 214k | $5.3M | 4% | Jun 2026 |
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| Lloyd Advisory Services | 60k | $1.5M | 1697% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 41k | $1.0M | 100% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 18k | $447k | -2% | Jun 2026 |
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| Howard Bailey Securities | 17k | $426k | -2% | Jun 2026 |
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| Elevated Capital Advisors | 13k | $315k | 107% | Jun 2026 |
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| Great Lakes Retirement | 9.0k | $221k | -7% | Jun 2026 |
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| Integrated Wealth Management | 8.3k | $204k | 100% | Jun 2026 |
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| Tounjian Advisory Partners | 6.5k | $160k | 100% | Jun 2026 |
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| IFG Advisory | 3.3k | $82k | 100% | Jun 2026 |
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| Kingdom Financial Group | 3.1k | $76k | -7% | Jun 2026 |
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| Montgomery Financial Services | 2.2k | $55k | 100% | Jun 2026 |
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| Networth Advisors | 937.00 | $23k | 4% | Jun 2026 |
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| POM Investment Strategies | 408.00 | $10k | 100% | Jun 2026 |
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| Decker Retirement Planning | 369.00 | $9.1k | 100% | Jun 2026 |
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| UBS Group | 290.00 | $7.2k | 71% | Jun 2026 |
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| Quest 10 Wealth Builders | 232.00 | $5.7k | -72% | Jun 2026 |
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| Key Capital Management | 132.00 | $3.3k | 100% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 35k | $845k |