PVEX — Elevation Series Trust 机构持仓 · 2026年Q2
谁持有 Elevation Series Trust(PVEX)?2026年Q2(报告期截至 2026-06-30)共有 7 家机构在 SEC 13F 申报中报告持有,合计 5,673.56 万美元。前几大持有机构:AE Wealth Management LLC(5,570.00 万美元)、Mid-American Wealth Advisory Group, Inc.(62.71 万美元)、简街(36.10 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $55.7M | 1.8M | 增持 |
| 2 | Mid-American Wealth Advisory Group, Inc. | $627,077 | 20,508 | 新建仓 |
| 3 | JANE STREET GROUP, LLC | $360,994 | 11,806 | 减持 |
| 4 | UBS Group AG | $21,618 | 707 | 减持 |
| 5 | Mosley Wealth Management | $6,268 | 205 | 新建仓 |
| 6 | Kingdom Financial Group LLC. | $581 | 19 | 持平 |
| 7 | Lloyd Advisory Services, LLC. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30