JULZ · Insider trading · 13F holders · Congress trades
Elevation Series Trust (JULZ)
Who is buying and selling JULZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JULZ at a glance
- No open-market insider purchases or sales of JULZ were filed in the last 90 days.
- 3 13F filers hold JULZ among their 50 largest positions, worth $24.8M combined. The biggest bets by portfolio weight are TrueMark Investments, LLC (2.6%), Valtinson Bruner Financial Planning LLC (0.6%) and Mid-American Wealth Advisory Group, Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in JULZ.
JULZ insider trading
No open-market insider purchases or sales of JULZ were filed in the last 90 days.
Who owns JULZ? Hedge funds and superinvestors
3 13F filers hold JULZ among their 50 largest positions, worth $24.8M combined. The biggest bets by portfolio weight are TrueMark Investments, LLC (2.6%), Valtinson Bruner Financial Planning LLC (0.6%) and Mid-American Wealth Advisory Group, Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| TrueMark Investments, LLCMutual fund manager | 2.6% | $21.0M | 462,156 | +128.9% shares | Q2 2026 |
| Valtinson Bruner Financial Planning LLCWealth manager | 0.6% | $2.6M | 56,760 | -0.8% shares | Q2 2026 |
| Mid-American Wealth Advisory Group, Inc.Wealth manager | 0.5% | $1.3M | 28,044 | +20.9% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 2). Screen JULZ in the grand portfolio →
JULZ stock trades by members of Congress
No member of Congress has disclosed a trade in JULZ.
JULZ questions and answers
Are insiders buying JULZ stock?
No open-market insider purchases or sales of JULZ were filed in the last 90 days.
Which hedge funds own JULZ?
3 13F filers hold JULZ among their 50 largest positions, worth $24.8M combined. The biggest bets by portfolio weight are TrueMark Investments, LLC (2.6%), Valtinson Bruner Financial Planning LLC (0.6%) and Mid-American Wealth Advisory Group, Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded JULZ?
No member of Congress has disclosed a trade in JULZ.
Who is the largest holder of JULZ?
Among 13F filers, TrueMark Investments, LLC reports the largest JULZ position, $21.0M (462,156 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is TrueMark Investments, LLC's: 2.6% of its portfolio.
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