Who owns ELEVATION SERIES TRUST?
- Ticker: PVEX
- CUSIP Number: 210322665
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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 | 1.8M | $56M | 6% | Jun 2026 |
|
| Mid-American Wealth Advisory Group | 21k | $627k | 100% | Jun 2026 |
|
| Jane Street | 12k | $361k | -77% | Jun 2026 |
|
| UBS Group | 707.00 | $22k | -40% | Jun 2026 |
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| Mosley Wealth Management | 205.00 | $6.3k | 100% | Jun 2026 |
|
| Kingdom Financial Group | 19.00 | $580.999100 | 0% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lloyd Advisory Services | Mar 2026 | 19.00 | $521.000900 |