CUSIP 210322863TRUESHARES STRUCMARZQ4 2025
Aggregate 13F value by quarter
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12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 273.4K | $9.37M | +22.4K | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | 60.7K | $2.08M | −2.4K | Reduced |
| 3 | Weaver Consulting Group | 53.0K | $1.82M | −1.9K | Reduced |
| 4 | Old Mission Capital LLC | 21.9K | $750.3K |
| +21.9K |
| New |
| 5 | Elevated Capital Advisors, LLC | 16.6K | $568.7K | −591 | Reduced |
| 6 | Wells Fargo & Company/Mn | 1.8K | $61.4K | +1.8K | New |
| 7 | Capital Investment Advisory Services, LLC | 1.4K | $48.9K | +45 | Added |
| 8 | Ae Wealth Management LLC | 858 | $29.4K | −236 | Reduced |
| 9 | Dhjj Financial Advisors, Ltd. | 320 | $11.0K | 0 | Held |
| 10 | Harbour Investments, Inc. | 300 | $10.3K | 0 | Held |
See every fund holding Elevation Series Trust, with full quarter-over-quarter share changes.
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