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 | 2.5M | $64M | 5% | Mar 2026 |
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| Mid-American Wealth Advisory Group | 155k | $4.0M | 0% | Mar 2026 |
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| FSR Wealth Management | 139k | $3.5M | 4% | Mar 2026 |
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| SMART Wealth | 123k | $3.1M | -6% | Mar 2026 |
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| Family Wealth Group | 88k | $2.2M | 2% | Mar 2026 |
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| Elevated Capital Advisors | 87k | $2.2M | 100% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 74k | $1.9M | -5% | Mar 2026 |
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| Howard Bailey Securities | 69k | $1.7M | -12% | Mar 2026 |
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| Integrated Wealth Management | 55k | $1.4M | 15% | Mar 2026 |
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| FSA Advisors | 50k | $1.3M | 100% | Mar 2026 |
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| POM Investment Strategies | 47k | $1.2M | 100% | Mar 2026 |
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| LifeWealth Investments | 38k | $941k | -25% | Mar 2026 |
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| Great Lakes Retirement | 37k | $925k | -7% | Mar 2026 |
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| Aegis Wealth Management | 30k | $760k | 26% | Mar 2026 |
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| Csenge Advisory Group | 30k | $753k | 1% | Mar 2026 |
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| Quest 10 Wealth Builders | 29k | $720k | 4% | Mar 2026 |
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| Centennial Advisors | 29k | $716k | -4% | Mar 2026 |
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| Outlook Wealth Advisors | 26k | $654k | -49% | Mar 2026 |
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| Golden Reserve Retirement | 21k | $517k | 155% | Mar 2026 |
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| Networth Advisors | 19k | $474k | -1% | Mar 2026 |
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| Authentikos Wealth Advisory | 15k | $380k | 12% | Mar 2026 |
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| Kingdom Financial Group | 15k | $373k | -10% | Mar 2026 |
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| Lloyd Advisory Services | 15k | $373k | -95% | Mar 2026 |
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| Weaver Consulting Group | 12k | $299k | 0% | Mar 2026 |
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| Jane Street | 11k | $264k | 100% | Mar 2026 |
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| Triad Wealth Partners | 8.4k | $211k | 100% | Mar 2026 |
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| Mosley Wealth Management | 3.7k | $99k | 100% | Mar 2026 |
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| Evolution Wealth Management | 2.4k | $61k | 0% | Mar 2026 |
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| Key Capital Management | 2.4k | $60k | 102% | Mar 2026 |
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| UBS Group | 1.3k | $32k | 100% | Mar 2026 |
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| Decker Retirement Planning | 701.00 | $18k | 63% | Mar 2026 |
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| GeoWealth Management | 279.00 | $7.0k | 100% | Mar 2026 |
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| Triumph Capital Management | 50.00 | $1.3k | 0% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 8.0k | $211k |