ELEVATION SERIES TRUST TRUESHARES STRUC is a security (CUSIP 210322798) tracked across SEC portfolio filings. 37 institutional managers reported $91.0M on Form 13F as of 2026-06-30.
Showing 15 of 37 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AE Wealth Management LLC | TOPEKA, KS | $43.1M | 947,953 |
| TrueMark Investments, LLC | CHICAGO, IL | $22.6M | 497,728 |
| Weaver Consulting Group | HUNTINGTON BEACH, CA | $3.1M | 68,984 |
| Valtinson Bruner Financial Planning LLC | NEW BRIGHTON, MN | $2.3M | 50,875 |
| Elevated Capital Advisors, LLC | SANDY, UT | $2.2M | 49,069 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $2.1M | 45,145 |
| SMART Wealth LLC | Omaha, NE | $1.9M | 47,636 |
| HOWARD BAILEY SECURITIES, LLC | FORT WAYNE, IN | $1.8M | 44,077 |
| FWG Investments, LLC. | LEXINGTON, KY | $1.7M | 37,751 |
| Wellment Financial | ELMHURST, IL | $1.6M | 35,513 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $999K | 21,975 |
| Great Lakes Retirement, Inc. | SANDUSKY, OH | $945K | 20,790 |
| Integrated Wealth Management | UNIONTOWN, OH | $940K | 23,143 |
| Centennial Advisors, LLC | AUSTIN, TX | $815K | 17,938 |
| LifeWealth Investments, LLC | WINTER GARDEN, FL | $731K | 16,088 |