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 | 5.8M | $160M | 128% | Jun 2026 |
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| Lloyd Advisory Services | 694k | $19M | 4557% | Jun 2026 |
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| FSR Wealth Management | 334k | $9.2M | 141% | Jun 2026 |
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| POM Investment Strategies | 216k | $5.9M | 359% | Jun 2026 |
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| Howard Bailey Securities | 196k | $5.4M | 184% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 196k | $5.4M | 165% | Jun 2026 |
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| SMART Wealth | 195k | $5.4M | 59% | Jun 2026 |
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| Family Wealth Group | 187k | $5.2M | 113% | Jun 2026 |
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| Integrated Wealth Management | 158k | $4.4M | 186% | Jun 2026 |
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| Elevated Capital Advisors | 143k | $3.9M | 64% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 125k | $3.5M | -19% | Jun 2026 |
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| FSA Advisors | 115k | $3.2M | 128% | Jun 2026 |
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| Outlook Wealth Advisors | 115k | $3.2M | 341% | Jun 2026 |
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| Tounjian Advisory Partners | 100k | $2.8M | 100% | Jun 2026 |
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| Richmond Brothers | 98k | $2.7M | 100% | Jun 2026 |
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| Great Lakes Retirement | 93k | $2.6M | 150% | Jun 2026 |
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| Envestnet Asset Management | 81k | $2.2M | 100% | Jun 2026 |
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| Centennial Advisors | 78k | $2.1M | 172% | Jun 2026 |
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| LifeWealth Investments | 77k | $2.1M | 105% | Jun 2026 |
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| Networth Advisors | 76k | $2.1M | 303% | Jun 2026 |
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| Mosley Wealth Management | 66k | $1.8M | 1666% | Jun 2026 |
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| Quest 10 Wealth Builders | 56k | $1.6M | 96% | Jun 2026 |
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| Csenge Advisory Group | 49k | $1.4M | 63% | Jun 2026 |
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| Golden Reserve Retirement | 41k | $1.1M | 96% | Jun 2026 |
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| Kingdom Financial Group | 36k | $989k | 140% | Jun 2026 |
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| Aegis Wealth Management | 33k | $911k | 9% | Jun 2026 |
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| Blackston Financial Advisory Group | 26k | $724k | 100% | Jun 2026 |
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| Montgomery Financial Services | 23k | $626k | 100% | Jun 2026 |
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| IFG Advisory | 22k | $593k | 100% | Jun 2026 |
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| Authentikos Wealth Advisory | 21k | $590k | 41% | Jun 2026 |
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| McAdam | 8.2k | $228k | 100% | Jun 2026 |
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| Susquehanna International | 7.7k | $212k | 100% | Jun 2026 |
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| Decker Retirement Planning | 6.1k | $169k | 776% | Jun 2026 |
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| Key Capital Management | 5.5k | $152k | 132% | Jun 2026 |
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| Evolution Wealth Management | 3.0k | $82k | 23% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 418.00 | $12k | 100% | Jun 2026 |
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| Compass Financial Management | 370.00 | $10k | 100% | Jun 2026 |
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| CoreCap Advisors | 256.00 | $7.1k | 100% | Jun 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 |
|---|---|---|---|
| Weaver Consulting Group | Mar 2026 | 12k | $299k |
| Jane Street | Mar 2026 | 11k | $264k |
| Triad Wealth Partners | Mar 2026 | 8.4k | $211k |
| UBS Group | Mar 2026 | 1.3k | $32k |
| GeoWealth Management | Mar 2026 | 279.00 | $7.0k |