PVEX ELEVATION SERIES TRUST
FollowTRUES CONVE ETF (fund)
6 managers (6 13F filers) reported a position in PVEX shares at 2026-06-30, 1,855,488 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 1
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 1,855,488
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 1,822,243 | $55.7M | 0.26% | +97,161 | 13F-HRTimeline |
| Mid-American Wealth Advisory Group, Inc. | 20,508 | $627K | 0.23% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 11,806 | $361K | <0.01% | -39,387 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 707 | $21.6K | <0.01% | -471 | 13F-HRTimelineGroup |
| Mosley Wealth Management | 205 | $6.27K | <0.01% | new | 13F-HRTimeline |
| Kingdom Financial Group LLC. | 19 | $581 | <0.01% | 0 | 13F-HRTimeline |