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 |
|---|---|---|---|---|---|
| B.O.S.S. Retirement Advisors | 60k | $1.3M | 100% | Mar 2026 |
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| Howard Bailey Securities | 57k | $1.3M | 100% | Mar 2026 |
|
| Citadel Advisors | 40k | $988k | 100% | Dec 2025 |
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| FSR Wealth Management | 34k | $740k | 100% | Mar 2026 |
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| Integrated Wealth Management | 31k | $679k | 100% | Mar 2026 |
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| SMART Wealth | 30k | $647k | 100% | Mar 2026 |
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| LifeWealth Investments | 26k | $561k | 100% | Mar 2026 |
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| Centennial Advisors | 22k | $485k | 100% | Mar 2026 |
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| Aegis Wealth Management | 20k | $431k | 100% | Mar 2026 |
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| Evolution Wealth Management | 18k | $388k | 100% | Mar 2026 |
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| Outlook Wealth Advisors | 14k | $303k | 100% | Mar 2026 |
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| Family Wealth Group | 12k | $265k | 100% | Mar 2026 |
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| Networth Advisors | 11k | $232k | 100% | Mar 2026 |
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| Decker Retirement Planning | 152.00 | $3.3k | 100% | Mar 2026 |
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