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 | 504k | $14M | 0% | Dec 2025 |
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| HighTower Advisors | 456k | $13M | -15% | Dec 2025 |
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| Insigneo Advisory Services | 185k | $5.1M | 100% | Dec 2025 |
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| Ethos Financial Group | 15k | $416k | -6% | Dec 2025 |
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| Able Wealth Management | 10k | $284k | 12% | Dec 2025 |
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| Susquehanna International | 7.5k | $206k | 100% | Dec 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mercer Global Advisors | Sep 2025 | 14k | $398k |