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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management | 546k | $19M | 4% | Jun 2026 |
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| HighTower Advisors | 460k | $16M | 1% | Jun 2026 |
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| Insigneo Advisory Services | 364k | $12M | 22% | Jun 2026 |
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| IFP Advisors | 17k | $584k | 100% | Jun 2026 |
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| Alchemi Wealth | 14k | $471k | -2% | Jun 2026 |
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| Ethos Financial Group | 13k | $431k | -16% | Jun 2026 |
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| Able Wealth Management | 11k | $387k | -14% | Jun 2026 |
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| We Are One Seven | 10k | $354k | 100% | Jun 2026 |
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| Mercer Global Advisors | 489.00 | $17k | 100% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Royal Bank of Canada | Mar 2026 | 3.5k | $101k |