ELEVATION SERIES TRUST - PAYH

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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$15.55M
QoQ value delta ($000)
+$6.469M (+71.24%)
Implied price effect (QoQ)
+21.38%
Shares
Total shares
627,861
QoQ shares delta
+182,838 (+41.09%)
Total shares held by funds (by quarter)

Market chart (PAYH)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
AE Wealth Management LLC 5,792 233,739 0.03%
MORGAN STANLEY 3,214 129,741 0.0%
Mid-American Wealth Advisory Group, Inc. 2,438 98,406 0.88%
Lloyd Advisory Services, LLC. 1,502 60,620 0.58%
B.O.S.S. Retirement Advisors, LLC 482 19,469 0.13%
HOWARD BAILEY SECURITIES, LLC 448 18,105 0.17%
Authentikos Wealth Advisory, LLC 352 14,231 0.22%
Integrated Wealth Management 236 9,545 0.25%
Elevated Capital Advisors, LLC 235 9,503 0.06%
Great Lakes Retirement, Inc. 232 9,372 0.02%
TOUNJIAN ADVISORY PARTNERS, LLC 164 6,633 0.07%
JPMORGAN CHASE & CO 138 5,611 0.0%
Kingdom Financial Group LLC. 82 3,311 0.02%
IFG Advisory, LLC 74 3,014 0.0%
Montgomery Financial Services LLC 55 2,237 0.05%
POM Investment Strategies, LLC 43 1,772 0.05%
Decker Retirement Planning Inc. 24 988 0.01%
Networth Advisors, LLC 18 743 0.01%
Key Capital Management, INC 14 578 0.01%
Quest 10 Wealth Builders, Inc. 6 243 0.0%