CUSIP 210322681TRUESHARES STRCDJANZQ4 2025
Aggregate 13F value by quarter
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27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 657.4K | $25.05M | +650.1K | Added |
| 2 | Truemark Investments, LLC | 262.0K | $9.98M | +31.2K | Added |
| 3 | Authentikos Wealth Advisory, LLC | 243.2K | $9.27M | −8.6K | Reduced |
| 4 | Lloyd Advisory Services, LLC. | 101.3K | $3.86M |
| +101.3K |
| New |
| 5 | Fsr Wealth Management Ltd. | 40.2K | $1.53M | +40.2K | New |
| 6 | Outlook Wealth Advisors, LLC | 35.5K | $1.35M | +35.5K | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | 27.6K | $1.05M | +27.6K | New |
| 8 | Howard Bailey Securities, LLC | 27.0K | $1.03M | +27.0K | New |
| 9 | Smart Wealth LLC | 27.0K | $1.03M | +27.0K | New |
| 10 | Lifewealth Investments, LLC | 16.4K | $626.1K | +16.4K | New |
See every fund holding Elevation Series Trust, with full quarter-over-quarter share changes.
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