ELEVATION SERIES TRUST

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AUGZ·210322814·US·ETF·Unknown - Unknown

AUGZ (ELEVATION SERIES TRUST) is held by 6 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($19.5M), COMMONWEALTH EQUITY SERVICES, LLC ($1.1M), OSAIC HOLDINGS, INC. ($784,082). Net institutional sentiment: Bearish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (6)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	479,003(+1100x)	$19.5M	0.1%	+8.86%	55
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	28,000	$1.1M	0.0%	+10.54%	0
OSAIC HOLDINGS, INC.	Decreased	19,292(-7.0%)	$784,082	0.0%	+8.98%	0
JPMORGAN CHASE & CO	Decreased	2,940(-32.9%)	$117,113	0.0%	+10.54%	0
Aptus Capital Advisors, LLC	Unchanged	2,152	$87,464	0.0%	+10.54%	0
UBS Group AG	Decreased	312(-16.1%)	$12,681	0.0%	+7.61%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer