Who owns ELEVATION SERIES TRUST?
- Ticker: CBSE
- CUSIP Number: 210322889
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
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Who bought or sold ELEVATION SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 192k | $7.9M | 100% | Sep 2025 |
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| Warren Averett Asset Management | 183k | $7.2M | 1% | Dec 2025 |
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| Sanctuary Advisors | 57k | $2.3M | 57% | Dec 2025 |
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| Commonwealth Equity Services | 10k | $406k | 18% | Dec 2025 |
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| Mercer Global Advisors | 5.7k | $224k | 0% | Dec 2025 |
|
| HighTower Advisors | 5.2k | $204k | 100% | Dec 2025 |
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| Royal Bank of Canada | 4.7k | $195k | -42% | Sep 2025 |
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| Advisor Group Holdings | 1.1k | $42k | -40% | Dec 2025 |
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| UBS Group | 386.00 | $15k | 100% | Dec 2025 |
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