Who owns Elevation Series Trust?
- Ticker: CBLS
- CUSIP Number: 210322806
Tip: Access positions for across all investors
Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop 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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management | 504k | $14M | 0% | Dec 2025 |
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| HighTower Advisors | 455k | $13M | 0% | Mar 2026 |
|
| Insigneo Advisory Services | 299k | $8.6M | 61% | Mar 2026 |
|
| Ethos Financial Group | 15k | $416k | 0% | Mar 2026 |
|
| Alchemi Wealth | 14k | $404k | 100% | Mar 2026 |
|
| Able Wealth Management | 13k | $379k | 28% | Mar 2026 |
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| Susquehanna International | 7.5k | $206k | 100% | Dec 2025 |
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| Royal Bank of Canada | 3.5k | $101k | -73% | Mar 2026 |
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