Who owns ELEVATION SERIES TRUST?
- Ticker: PAYM
- CUSIP Number: 210322574
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 |
|---|---|---|---|---|---|
| Mid-American Wealth Advisory Group | 1.8M | $46M | 100% | Jun 2026 |
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| AE Wealth Management | 1.2M | $30M | 24% | Jun 2026 |
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| Lloyd Advisory Services | 213k | $5.4M | 1575% | Jun 2026 |
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| Authentikos Wealth Advisory | 193k | $4.9M | 5% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 58k | $1.5M | -4% | Jun 2026 |
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| Howard Bailey Securities | 55k | $1.4M | -3% | Jun 2026 |
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| Elevated Capital Advisors | 54k | $1.4M | 14% | Jun 2026 |
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| Aegis Wealth Management | 43k | $1.1M | 121% | Jun 2026 |
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| FSA Advisors | 42k | $1.0M | 256% | Jun 2026 |
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| Great Lakes Retirement | 39k | $984k | -9% | Jun 2026 |
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| Integrated Wealth Management | 37k | $926k | 19% | Jun 2026 |
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| FSR Wealth Management | 34k | $854k | 1% | Jun 2026 |
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| POM Investment Strategies | 34k | $842k | 33% | Jun 2026 |
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| Csenge Advisory Group | 31k | $768k | 157% | Jun 2026 |
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| Morgan Stanley | 30k | $651k | 100% | Mar 2026 |
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| Tounjian Advisory Partners | 26k | $651k | 100% | Jun 2026 |
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| Envestnet Asset Management | 24k | $601k | 100% | Jun 2026 |
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| Evolution Wealth Management | 24k | $596k | 34% | Jun 2026 |
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| Centennial Advisors | 22k | $560k | 1% | Jun 2026 |
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| SMART Wealth | 19k | $488k | -34% | Jun 2026 |
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| LifeWealth Investments | 19k | $484k | -25% | Jun 2026 |
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| Family Wealth Group | 14k | $357k | 18% | Jun 2026 |
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| Outlook Wealth Advisors | 14k | $350k | 1% | Jun 2026 |
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| Networth Advisors | 12k | $297k | 12% | Jun 2026 |
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| Kingdom Financial Group | 12k | $292k | -9% | Jun 2026 |
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| IFG Advisory | 11k | $277k | 100% | Jun 2026 |
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| Montgomery Financial Services | 6.9k | $173k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 4.9k | $123k | -25% | Jun 2026 |
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| Decker Retirement Planning | 4.3k | $108k | 2727% | Jun 2026 |
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| Key Capital Management | 2.7k | $69k | 882% | Jun 2026 |
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| Mosley Wealth Management | 2.3k | $57k | 100% | Jun 2026 |
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| UBS Group | 594.00 | $15k | -15% | Jun 2026 |
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| Jpmorgan Chase & Co | 96.00 | $2.4k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 29.00 | $727.998600 | 100% | Jun 2026 |
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| CoreCap Advisors | 17.00 | $426.999200 | 100% | Jun 2026 |
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