Skip to content

DECZ ELEVATION SERIES TRUST

Follow

TRUESHARES DEC (fund)

33 managers (33 13F filers) reported a position in DECZ shares at 2026-03-31, 981,814 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
6
Added
10
Reduced
13
Sold out
3
Shares held by filers
981,814

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC436,021$16.9M0.09%+1,29413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC279,404$10.8M2.11%+70,99313F-HRTimelineGroup
Elevated Capital Advisors, LLC27,738$1.08M0.27%-1,62113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC24,037$933K0.28%-1,94513F-HRTimeline
Weaver Consulting Group23,471$911K0.22%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC22,073$857K0.35%-73213F-HRTimeline
Wellment Financial19,366$752K0.93%-19913F-HRTimeline
SMART Wealth LLC14,898$578K0.17%-36513F-HRTimeline
POM Investment Strategies, LLC14,741$572K0.71%new13F-HRTimeline
Integrated Wealth Management13,627$529K0.61%+43413F-HRTimeline
Great Lakes Retirement, Inc.12,068$469K0.05%-92513F-HRTimeline
LifeWealth Investments, LLC10,412$404K0.12%-2,82413F-HRTimeline
OLD MISSION CAPITAL LLC9,660$375K0.01%-6,71013F-HRTimeline
Centennial Advisors, LLC8,756$340K0.43%-47013F-HRTimeline
Outlook Wealth Advisors, LLC8,527$331K0.08%-8,55613F-HRTimeline
FWG Investments, LLC.7,566$294K0.19%+13213F-HRTimeline
Capital Investment Advisory Services, L…6,657$258K0.02%013F-HRTimeline
FSA Advisors, Inc.6,299$245K0.16%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,974$232K<0.01%+18013F-HRTimeline
Networth Advisors, LLC5,704$221K0.16%-14613F-HRTimeline
Csenge Advisory Group5,262$204K0.01%+17513F-HRTimeline
Lloyd Advisory Services, LLC.4,632$180K0.05%-86,34313F-HRTimeline
Kingdom Financial Group LLC.4,632$180K0.05%-33013F-HRTimeline
Aptus Capital Advisors, LLC3,413$133K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.3,396$132K0.12%+2813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,292$89K0.01%+1,09213F-HRTimeline
DHJJ Financial Advisors, Ltd.615$23.9K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG223$8.66K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC163$6.33K<0.01%+9813F-HRTimeline
Decker Retirement Planning Inc.91$3.53K<0.01%+1213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70$2.72K<0.01%new13F-HRTimelineGroup
Mosley Wealth Management20$815<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6$233<0.01%new13F-HRTimelineGroup