Filing Research | ELEVATION SERIES TRUST Institutional Holdings

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	TrueMark Investments, LLC	Shares	584.7KSH	$27.5M
2	Capital Investment Advisory Services, LLC	Shares	181SH	$8.5K
3	DHJJ Financial Advisors, Ltd.	Shares	72SH	$3.4K

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

3 / 3 loaded

#		Instrument
1	TrueMark Investments, LLC added	Shares	+365.1K	+$18.2M	$27.5M
2	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$842	$8.5K
3	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$335	$3.4K