13FBOX
ELEVATION SERIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
E

ELEVATION SERIES TRUST

ONEH
Institutions
17
Combined AUM (Q2 2026)
$9.7M
Combined Shares (Q2 2026)
393,902
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+129,759
12 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-37,308
6 · 1 Exit · ≈
⚖️ Net
+92,451
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$9.7M
Institutions
17
New Buys
7
Adds
5
Reduces
5
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AE Wealth Management LLC
0.02%0.03%#9$5.3M213,613$5.0M205,955+7,658+3.72%Add
Lloyd Advisory Services, LLC.
0.57%0.02%#1$1.5M59,760$80,1793,325+56,435+1,697.29%Add
Mid-American Wealth Advisory Group, Inc.
0.37%#2$1.0M41,053$00+41,053New Buy
B.O.S.S. Retirement Advisors, LLC
0.12%0.14%#5$446,84618,106$446,83118,530-424-2.29%Reduce
HOWARD BAILEY SECURITIES, LLC
0.16%0.17%#4$425,66517,248$424,52517,605-357-2.03%Reduce
Elevated Capital Advisors, LLC
0.09%0.04%#6$314,86012,758$148,8076,171+6,587+106.74%Add
Great Lakes Retirement, Inc.
0.02%0.02%#10$221,0538,957$231,3259,593-636-6.63%Reduce
Integrated Wealth Management
0.22%#3$204,4198,283$00+8,283New Buy
TOUNJIAN ADVISORY PARTNERS, LLC
0.07%#7$159,4876,462$00+6,462New Buy
Kingdom Financial Group LLC.
0.02%0.02%#11$76,0373,081$80,1793,325-244-7.34%Reduce
Montgomery Financial Services LLC
0.05%#8$54,6162,213$00+2,213New Buy
Networth Advisors, LLC
0.01%0.02%#12$23,125937$21,654898+39+4.34%Add
POM Investment Strategies, LLC
0.01%#13$10,069408$00+408New Buy
Decker Retirement Planning Inc.
<0.01%#15$9,107369$00+369New Buy
UBS Group AG
<0.01%<0.01%#17$7,157290$4,099170+120+70.59%Add
Quest 10 Wealth Builders, Inc.
<0.01%0.02%#14$5,726232$19,870824-592-71.84%Reduce
Key Capital Management, INC
<0.01%#16$3,258132$00+132New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow