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 | 234k | $5.8M | -22% | Jun 2026 |
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| Mid-American Wealth Advisory Group | 98k | $2.4M | 100% | Jun 2026 |
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| Lloyd Advisory Services | 61k | $1.5M | 1637% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 20k | $482k | -3% | Jun 2026 |
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| Howard Bailey Securities | 18k | $449k | -3% | Jun 2026 |
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| Authentikos Wealth Advisory | 14k | $353k | -69% | Jun 2026 |
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| Integrated Wealth Management | 9.5k | $237k | 100% | Jun 2026 |
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| Elevated Capital Advisors | 9.5k | $236k | 67779% | Jun 2026 |
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| Great Lakes Retirement | 9.4k | $232k | -8% | Jun 2026 |
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| Morgan Stanley | 8.3k | $170k | 100% | Mar 2026 |
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| Tounjian Advisory Partners | 6.6k | $164k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 5.6k | $139k | 100% | Jun 2026 |
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| Kingdom Financial Group | 3.3k | $82k | -5% | Jun 2026 |
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| IFG Advisory | 3.0k | $75k | 100% | Jun 2026 |
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| Montgomery Financial Services | 2.2k | $55k | 100% | Jun 2026 |
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| POM Investment Strategies | 1.8k | $44k | 100% | Jun 2026 |
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| Decker Retirement Planning | 988.00 | $25k | 100% | Jun 2026 |
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| Networth Advisors | 743.00 | $18k | -54% | Jun 2026 |
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| Key Capital Management | 578.00 | $14k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 243.00 | $6.0k | -72% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 24k | $493k |
| Evolution Wealth Management | Mar 2026 | 4.8k | $98k |