Who owns ELEVATION SERIES TRUST?
- Ticker: SRHR
- CUSIP Number: 210322301
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers | 878k | $49M | 0% | Sep 2025 |
|
| Citadel Advisors | 5.7k | $313k | 100% | Sep 2025 |
|
| Goss Wealth Management | 4.4k | $245k | -10% | Sep 2025 |
|
| Royal Bank of Canada | 410.00 | $23k | 273% | Sep 2025 |
|
| UBS Group | 45.00 | $2.5k | 0% | Sep 2025 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Janney Montgomery Scott | Jun 2025 | 4.9k | $267k |