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 |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 192k | $9.9M | 100% | Jun 2026 |
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| Warren Averett Asset Management | 145k | $7.6M | -23% | Jun 2026 |
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| Sanctuary Advisors | 89k | $4.6M | 18% | Jun 2026 |
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| Royal Bank of Canada | 14k | $736k | 100% | Jun 2026 |
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| Alchemi Wealth | 11k | $582k | 0% | Jun 2026 |
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| HighTower Advisors | 11k | $557k | 97% | Jun 2026 |
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| Commonwealth Equity Services | 4.5k | $236k | -20% | Jun 2026 |
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| Advisor Group Holdings | 1.9k | $100k | -7% | Jun 2026 |
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| UBS Group | 89.00 | $4.7k | -61% | Jun 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mercer Global Advisors | Mar 2026 | 5.7k | $226k |