ELEVATION SERIES TRUST - PAYM

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$37.17M
QoQ value delta ($000)
+$36.19M (+3666.16%)
Implied price effect (QoQ)
-11.78%
Shares
Total shares
1,693,683
QoQ shares delta
+1,654,010 (+4169.11%)
Total shares held by funds (by quarter)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
AE Wealth Management LLC 21,305 970,604 0.12%
Authentikos Wealth Advisory, LLC 4,029 183,582 2.72%
B.O.S.S. Retirement Advisors, LLC 1,319 60,124 0.4%
HOWARD BAILEY SECURITIES, LLC 1,251 57,020 0.51%
Elevated Capital Advisors, LLC 1,046 47,662 0.26%
Great Lakes Retirement, Inc. 940 42,830 0.1%
Wellment Financial 740 33,728 0.92%
Integrated Wealth Management 679 30,941 0.78%
MORGAN STANLEY 651 29,664 0.0%
SMART Wealth LLC 646 29,465 0.19%
LifeWealth Investments, LLC 561 25,565 0.17%
POM Investment Strategies, LLC 554 25,264 0.69%
Centennial Advisors, LLC 485 22,101 0.62%
Aegis Wealth Management, Inc. 430 19,610 0.34%
EVOLUTION WEALTH MANAGEMENT INC. 388 17,678 0.28%
Outlook Wealth Advisors, LLC 303 13,817 0.07%
Lloyd Advisory Services, LLC. 279 12,716 0.08%
Kingdom Financial Group LLC. 279 12,716 0.08%
FWG Investments, LLC. 264 12,051 0.17%
Csenge Advisory Group 261 11,900 0.01%
FSA Advisors, Inc. 257 11,717 0.17%
Networth Advisors, LLC 231 10,553 0.16%
Quest 10 Wealth Builders, Inc. 143 6,530 0.13%
JPMORGAN CHASE & CO 107 4,715 0.0%
UBS Group AG 15 700 0.0%