Who owns ELEVATION SERIES TRUST?
- Ticker: ONEZ
- CUSIP Number: 210322608
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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 | 2.4M | $63M | 4% | Dec 2025 |
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| Lloyd Advisory Services | 311k | $8.1M | 30% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 155k | $4.0M | -3% | Dec 2025 |
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| FSR Wealth Management | 133k | $3.5M | 1% | Dec 2025 |
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| SMART Wealth | 131k | $3.4M | 18% | Dec 2025 |
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| Family Wealth Group | 86k | $2.2M | 4% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 78k | $2.0M | -41% | Dec 2025 |
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| Howard Bailey Securities | 60k | $1.6M | 89% | Sep 2025 |
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| Outlook Wealth Advisors | 52k | $1.3M | 93% | Dec 2025 |
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| LifeWealth Investments | 50k | $1.3M | -5% | Dec 2025 |
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| Great Lakes Retirement | 42k | $1.1M | 82% | Sep 2025 |
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| Csenge Advisory Group | 30k | $776k | 3% | Dec 2025 |
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| Centennial Advisors | 30k | $773k | 100% | Dec 2025 |
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| Quest 10 Wealth Builders | 28k | $720k | 0% | Dec 2025 |
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| Aegis Wealth Management | 24k | $627k | 100% | Dec 2025 |
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| Networth Advisors | 19k | $496k | 100% | Dec 2025 |
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| Kingdom Financial Group | 17k | $428k | -3% | Dec 2025 |
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| Weaver Consulting Group | 15k | $396k | 0% | Sep 2025 |
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| Authentikos Wealth Advisory | 14k | $352k | -1% | Dec 2025 |
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| Golden Reserve Retirement | 8.1k | $211k | 100% | Dec 2025 |
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| Citadel Advisors | 7.7k | $205k | 100% | Sep 2025 |
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| Evolution Wealth Management | 2.4k | $63k | 0% | Dec 2025 |
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| Key Capital Management | 1.2k | $31k | 100% | Dec 2025 |
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| Decker Retirement Planning | 429.00 | $11k | -22% | Dec 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 |
|---|---|---|---|
| FSA Advisors | Sep 2025 | 35k | $924k |
| GeoWealth Management | Jun 2025 | 14k | $352k |
| Susquehanna International | Sep 2025 | 8.0k | $211k |
| Blackston Financial Advisory Group | Sep 2025 | 7.6k | $201k |
| UBS Group | Sep 2025 | 388.00 | $10k |