Who owns ELEVATION SERIES TRUST?
- Ticker: SOVF
- CUSIP Number: 210322202
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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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors | 681k | $21M | 6% | Sep 2024 |
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| ICONIQ Capital | 332k | $10M | 100% | Sep 2024 |
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| Cornerstone Management | 113k | $3.4M | 2% | Sep 2024 |
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| Change Path | 68k | $2.1M | 36% | Sep 2024 |
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| Keel Point | 59k | $1.7M | 117% | Jun 2024 |
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| Ronald Blue Trust | 34k | $973k | 28% | Sep 2024 |
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| BOS Asset Management | 25k | $744k | 100% | Sep 2024 |
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| Arete Wealth Advisors | 21k | $630k | 100% | Sep 2024 |
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| Townsquare Capital | 21k | $623k | 100% | Sep 2024 |
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| AIFG Consultants | 17k | $513k | -13% | Sep 2024 |
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| Pensionmark Financial Group | 12k | $372k | 100% | Sep 2024 |
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| Atria Investments | 12k | $354k | 7% | Sep 2024 |
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| Citadel Advisors | 8.1k | $247k | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 100.00 | $2.9k | 0% | Jun 2024 |
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| WR Wealth Planners | 75.00 | $2.3k | 0% | Sep 2024 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ValMark Advisers | Jun 2024 | 16k | $456k |