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

ELEVATION SERIES TRUST TRUSHARES BULL

QBUL
Institutions
17
Combined AUM (Q2 2026)
$18.3M
Combined Shares (Q2 2026)
756,865
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+335,457
9 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-142,365
9 · 3 Exit · ≈
⚖️ Net
+193,092
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.3M
Institutions
17
New Buys
5
Adds
4
Reduces
6
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TrueMark Investments, LLC
1.93%1.57%#1$15.4M639,278$8.1M342,034+297,244+86.90%Add
OLD MISSION CAPITAL LLC
0.01%#6$805,63833,366$00+33,366New Buy
AE Wealth Management LLC
<0.01%0.01%#9$801,65133,202$2.6M112,381-79,179-70.46%Reduce
Aegis Wealth Management, Inc.
0.37%0.41%#2$568,89323,561$526,49122,338+1,223+5.47%Add
HOWARD BAILEY SECURITIES, LLC
0.09%0.26%#3$237,8209,849$635,68726,971-17,122-63.48%Reduce
Csenge Advisory Group
0.01%0.04%#7$206,8478,567$813,65334,522-25,955-75.18%Reduce
Key Capital Management, INC
0.05%0.16%#4$88,1313,650$237,79110,089-6,439-63.82%Reduce
Lloyd Advisory Services, LLC.
0.03%<0.01%#5$71,7252,971$10,086428+2,543+594.16%Add
Elevated Capital Advisors, LLC
0.01%<0.01%#8$19,003787$18,54978700.00%Unchanged
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#12$16,009658$00+658New Buy
Mosley Wealth Management
<0.01%<0.01%#10$8,161338$3,128120+218+181.67%Add
Kingdom Financial Group LLC.
<0.01%<0.01%#13$4,731196$10,086428-232-54.21%Reduce
Networth Advisors, LLC
<0.01%0.01%#11$4,419183$13,317565-382-67.61%Reduce
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#14$2,825117$00+117New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#16$1,73872$00+72New Buy
MORGAN STANLEY
<0.01%<0.01%#17$1,30454$1,4085400.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#15$38616$00+16New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow