Who owns ELEVATION SERIES TRUST?

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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 971k $21M 100% Mar 2026
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Authentikos Wealth Advisory 184k $4.0M 100% Mar 2026
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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
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Elevated Capital Advisors 48k $1.0M 100% Mar 2026
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Great Lakes Retirement 43k $940k 100% Mar 2026
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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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Morgan Stanley 30k $651k 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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POM Investment Strategies 25k $555k 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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Kingdom Financial Group 13k $279k 100% Mar 2026
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Lloyd Advisory Services 13k $279k 100% Mar 2026
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Family Wealth Group 12k $265k 100% Mar 2026
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Csenge Advisory Group 12k $261k 100% Mar 2026
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FSA Advisors 12k $257k 100% Mar 2026
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Networth Advisors 11k $232k 100% Mar 2026
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Quest 10 Wealth Builders 6.5k $143k 100% Mar 2026
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UBS Group 700.00 $15k 100% Mar 2026
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Key Capital Management 278.00 $6.1k 100% Mar 2026
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Decker Retirement Planning 152.00 $3.3k 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 $988k