Who owns ELEVATION SERIES TRUST?
- Ticker: PAYH
- CUSIP Number: 210322582
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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 | 299k | $6.1M | 100% | Mar 2026 |
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| Authentikos Wealth Advisory | 46k | $936k | 100% | Mar 2026 |
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| Goldman Sachs Group | 24k | $493k | 100% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 20k | $412k | 100% | Mar 2026 |
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| Howard Bailey Securities | 19k | $382k | 100% | Mar 2026 |
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| Great Lakes Retirement | 10k | $207k | 100% | Mar 2026 |
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| Morgan Stanley | 8.3k | $170k | 100% | Mar 2026 |
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| Evolution Wealth Management | 4.8k | $98k | 100% | Mar 2026 |
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| Lloyd Advisory Services | 3.5k | $71k | 100% | Mar 2026 |
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| Kingdom Financial Group | 3.5k | $71k | 100% | Mar 2026 |
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| Networth Advisors | 1.6k | $33k | 100% | Mar 2026 |
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| Quest 10 Wealth Builders | 860.00 | $18k | 100% | Mar 2026 |
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| Elevated Capital Advisors | 14.00 | $286.000400 | 100% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 40k | $992k |