Who owns ELEVATION SERIES TRUST?
- Ticker: ONEZ
- CUSIP Number: 210322608
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
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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 | 2.3M | $62M | 59% | Sep 2025 |
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| Lloyd Advisory Services | 238k | $6.3M | 89% | Sep 2025 |
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| Mid-American Wealth Advisory Group | 160k | $4.2M | 100% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 132k | $3.5M | 77% | Sep 2025 |
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| FSR Wealth Management | 132k | $3.5M | 51% | Sep 2025 |
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| SMART Wealth | 111k | $2.9M | 58% | Sep 2025 |
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| Family Wealth Group | 83k | $2.2M | 47% | Sep 2025 |
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| Howard Bailey Securities | 60k | $1.6M | 89% | Sep 2025 |
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| LifeWealth Investments | 53k | $1.4M | 87% | Sep 2025 |
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| Great Lakes Retirement | 42k | $1.1M | 82% | Sep 2025 |
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| FSA Advisors | 35k | $924k | 63% | Sep 2025 |
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| Csenge Advisory Group | 29k | $770k | 44% | Sep 2025 |
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| Quest 10 Wealth Builders | 28k | $736k | 46% | Sep 2025 |
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| Outlook Wealth Advisors | 27k | $706k | 95% | Sep 2025 |
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| Kingdom Financial Group | 17k | $452k | 73% | Sep 2025 |
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| Weaver Consulting Group | 15k | $396k | 0% | Sep 2025 |
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| Authentikos Wealth Advisory | 14k | $363k | 45% | Sep 2025 |
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| Susquehanna International | 8.0k | $211k | 100% | Sep 2025 |
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| Citadel Advisors | 7.7k | $205k | 100% | Sep 2025 |
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| Blackston Financial Advisory Group | 7.6k | $201k | 100% | Sep 2025 |
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| Evolution Wealth Management | 2.4k | $64k | 0% | Sep 2025 |
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| Decker Retirement Planning | 552.00 | $15k | 99% | Sep 2025 |
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| UBS Group | 388.00 | $10k | -73% | Sep 2025 |
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| Richard W. Paul & Associates | 135.00 | $3.6k | 99% | Sep 2025 |
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| Pineridge Advisors | 47.00 | $1.2k | 96% | Sep 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GeoWealth Management | Jun 2025 | 14k | $352k |
| Park Square Financial Group | Jun 2025 | 1.7k | $43k |
| Transce3nd | Jun 2025 | 1.4k | $35k |
| Global Retirement Partners | Jun 2025 | 59.00 | $1.5k |