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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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 | 189k | $7.5M | 3% | Mar 2026 |
|
| Sanctuary Advisors | 75k | $3.0M | 31% | Mar 2026 |
|
| Alchemi Wealth | 11k | $582k | 0% | Jun 2026 |
|
| HighTower Advisors | 11k | $557k | 97% | Jun 2026 |
|
| Mercer Global Advisors | 5.7k | $226k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 4.5k | $236k | -20% | Jun 2026 |
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| Advisor Group Holdings | 2.1k | $83k | 93% | Mar 2026 |
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| UBS Group | 227.00 | $9.0k | -41% | Mar 2026 |
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