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Disclosery

PAYM ELEVATION SERIES TRUST

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S&P AU DE IN ETF (fund)

36 managers (36 13F filers) reported a position in PAYM shares at 2026-06-30, 4,090,361 shares in all. 8 filers opened a position and 0 filers sold out during the quarter.

Managers
36
13F filers
36
New
8
Added
17
Reduced
10
Sold out
0
Shares held by filers
4,090,361

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Mid-American Wealth Advisory Group, Inc.1,811,587$45.5M16.45%new13F-HRTimeline
AE Wealth Management LLC1,207,960$30.3M0.14%+237,35613F-HRTimeline
Lloyd Advisory Services, LLC.212,996$5.35M2.07%+200,28013F-HRTimeline
Authentikos Wealth Advisory, LLC193,152$4.85M3.1%+9,57013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC57,768$1.45M0.39%-2,35613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC55,228$1.39M0.52%-1,79213F-HRTimeline
Elevated Capital Advisors, LLC54,234$1.36M0.37%+6,57213F-HRTimeline
Aegis Wealth Management, Inc.43,326$1.09M0.7%+23,71613F-HRTimeline
FSA Advisors, Inc.41,737$1.05M0.48%+30,02013F-HR/ATimeline
Great Lakes Retirement, Inc.38,844$984K0.09%-3,98613F-HRTimeline
Integrated Wealth Management36,877$926K0.98%+5,93613F-HRTimeline
Wellment Financial33,999$854K0.97%+27113F-HRTimeline
POM Investment Strategies, LLC33,507$842K0.95%+8,24313F-HRTimeline
Csenge Advisory Group30,582$768K0.03%+18,68213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC25,899$651K0.28%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,910$601K<0.01%new13F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.23,734$596K0.35%+6,05613F-HRTimeline
Centennial Advisors, LLC22,309$560K0.67%+20813F-HRTimeline
SMART Wealth LLC19,419$488K0.11%-10,04613F-HRTimeline
LifeWealth Investments, LLC19,272$484K0.13%-6,29313F-HRTimeline
FWG Investments, LLC.14,191$356K0.19%+2,14013F-HRTimeline
Outlook Wealth Advisors, LLC13,951$350K0.08%+13413F-HRTimeline
Networth Advisors, LLC11,822$297K0.17%+1,26913F-HRTimeline
Kingdom Financial Group LLC.11,633$292K0.07%-1,08313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,521$289K<0.01%-18,14313F-HRTimelineGroup
IFG Advisory, LLC11,043$277K0.01%new13F-HRTimeline
Spectrum Advisors, Inc.8,061$202K0.14%new13F-HRTimeline
Montgomery Financial Services LLC6,882$173K0.15%13F-HRTimeline
Quest 10 Wealth Builders, Inc.4,879$123K0.1%-1,65113F-HRTimeline
Decker Retirement Planning Inc.4,297$108K0.04%+4,14513F-HRTimeline
Key Capital Management, INC2,730$68.6K0.04%+2,45213F-HRTimeline
Mosley Wealth Management2,275$57.1K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG594$14.9K<0.01%-10613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96$2.4K<0.01%-4,61913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29$728<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC17$427<0.01%new13F-HRTimeline