Who owns Elevation Series Trust?
- Ticker: CBLS
- CUSIP Number: 210322806
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Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Elevation Series Trust stock
Who bought or sold Elevation Series Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HighTower Advisors | 537k | $15M | 4% | Sep 2025 |
|
| Warren Averett Asset Management | 504k | $15M | 2% | Sep 2025 |
|
| Ethos Financial Group | 16k | $462k | 0% | Sep 2025 |
|
| Mercer Global Advisors | 14k | $398k | 100% | Sep 2025 |
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| Royal Bank of Canada | 13k | $379k | 4798% | Sep 2025 |
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| Able Wealth Management | 9.2k | $266k | 30% | Sep 2025 |
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| UBS Group | 198.00 | $5.7k | -90% | Sep 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CIBC World Markets | Jun 2025 | 40k | $1.1M |
| Raymond James Financial | Jun 2025 | 523.00 | $15k |