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Elevation Series Trust shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Elevation Series Trust (CBLS) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Elevation Series Trust

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All positions including Elevation Series Trust held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $462k 16k 28.75
2025-06-30 $462k 16k 28.72
2025-03-31 $420k 16k 26.14

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Top funds holding Elevation Series Trust

HighTower Advisors
Warren Averett Asset Management
Ethos Financial Group
Mercer Global Advisors
Royal Bank of Canada
Able Wealth Management
UBS Group

View all funds holding Elevation Series Trust