Filing Research | ELEVATION SERIES TRUST Institutional Holdings

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	TrueMark Investments, LLC	Shares	648.8KSH	$25.9M
2	DHJJ Financial Advisors, Ltd.	Shares	410SH	$16.4K
3	Capital Investment Advisory Services, LLC	Shares	93SH	$3.7K

Manager changes2026-06-30 vs 2026-03-31

3 / 3 loaded

#		Instrument
1	TrueMark Investments, LLC added	Shares	+431.9K	+$18.2M	$25.9M
2	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$1.7K	$16.4K
3	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$393	$3.7K