Filing Research | ELEVATION SERIES TRUST Institutional Holdings

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	TrueMark Investments, LLC	Shares	785.1KSH	$28.4M
2	Capital Investment Advisory Services, LLC	Shares	5.9KSH	$211.8K
3	DHJJ Financial Advisors, Ltd.	Shares	210SH	$7.6K

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

3 / 3 loaded

#		Instrument
1	TrueMark Investments, LLC added	Shares	+554.4K	+$21.0M	$28.4M
2	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$25.3K	$211.8K
3	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$906	$7.6K