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PAYM ELEVATION SERIES TRUST

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S&P AU DE IN ETF (fund)

27 managers (27 13F filers) reported a position in PAYM shares at 2026-03-31, 1,693,683 shares in all. 27 filers opened a position and 1 filer sold out during the quarter.

Managers
27
13F filers
27
New
27
Added
0
Reduced
0
Sold out
1
Shares held by filers
1,693,683

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 LLC970,604$21.3M0.12%new13F-HRTimeline
Authentikos Wealth Advisory, LLC183,582$4.03M2.72%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC60,124$1.32M0.4%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC57,020$1.25M0.51%new13F-HRTimeline
Elevated Capital Advisors, LLC47,662$1.05M0.26%new13F-HRTimeline
Great Lakes Retirement, Inc.42,830$940K0.1%new13F-HRTimeline
Wellment Financial33,728$740K0.92%new13F-HRTimeline
Integrated Wealth Management30,941$679K0.78%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,664$651K<0.01%new13F-HRTimelineGroup
SMART Wealth LLC29,465$647K0.19%new13F-HRTimeline
LifeWealth Investments, LLC25,565$561K0.17%new13F-HRTimeline
POM Investment Strategies, LLC25,264$555K0.69%new13F-HRTimeline
Centennial Advisors, LLC22,101$485K0.62%new13F-HRTimeline
Aegis Wealth Management, Inc.19,610$430K0.34%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.17,678$388K0.28%new13F-HRTimeline
Outlook Wealth Advisors, LLC13,817$303K0.07%new13F-HRTimeline
Lloyd Advisory Services, LLC.12,716$279K0.08%new13F-HRTimeline
Kingdom Financial Group LLC.12,716$279K0.08%new13F-HRTimeline
FWG Investments, LLC.12,051$265K0.17%new13F-HRTimeline
Csenge Advisory Group11,900$261K0.01%new13F-HRTimeline
FSA Advisors, Inc.11,717$257K0.17%new13F-HRTimeline
Networth Advisors, LLC10,553$232K0.16%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.6,530$143K0.13%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,715$107K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG700$15.4K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC278$6.1K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.152$3.34K<0.01%new13F-HRTimeline