PVEX Institutional Ownership
Elevation Series Trust - TrueShares ConVex Protect ETF
1W: -0.8%
1M: +0.0%
YTD: -0.5%
$31.00
+0.54 (+1.77%)
Weekly Expected Move ±2.1%
$30
$30
$31
$32
$32
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PVEX
7
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
2
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 1,822,243 | 56M | +97,161 | +5.6% | 4Q | SEC ↗ |
| 2 | Mid-American Wealth Advisory Group, In NEW | 20,508 | 636K | — | +0.0% | 1Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC | 11,806 | 366K | -39,387 | -76.9% | 4Q | SEC ↗ |
| 4 | UBS Group AG | 707 | 22K | -471 | -40.0% | 3Q | SEC ↗ |
| 5 | Mosley Wealth Management NEW | 205 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Kingdom Financial Group LLC. | 19 | 1K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Lloyd Advisory Services, LLC. | 0 | 0K | -19 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Mid-American Wealth Advisory Group, | 20,508 | 636K |
| Mosley Wealth Management | 205 | 6K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Lloyd Advisory Services, LLC. | 19 | 1K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +97,161 | +5.6% | 1,822,243 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -39,387 | -76.9% | 11,806 |
| UBS Group AG | -471 | -40.0% | 707 |