JUNZ (ELEVATION SERIES TRUST) is held by 3 institutional investors as of Q1 2026. Largest holders: OSAIC HOLDINGS, INC. ($35,880), UBS Group AG ($20,907), AE Wealth Management LLC ($187). Net institutional sentiment: Mixed.
3
Holders
Avg rating(1 Elite)
$56,974
Total Value
50% (4)
Fund Consensus
1 buying - 1 selling
Smart Money Verdict39Weak MomentumSingle Source
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See how JUNZ's score breaks down across 4 SEC sources
Held by 3 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Unchanged | 1,150 | $35,880 | 0.0% | +8.75% | 0 | |
Increased | 670(+111x) | $20,907 | 0.0% | +7.17% | 21 | |
Unchanged | 6 | $187 | 0.0% | +8.75% | 0 | |
Exited | 0(-100.0%) | $131,942 | 0.0% | -1.34% | 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