Who owns ELEVATION SERIES TRUST?
- Ticker: CBSE
- CUSIP Number: 210322889
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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 | 183k | $7.2M | 1% | Dec 2025 |
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| Sanctuary Advisors | 75k | $3.0M | 31% | Mar 2026 |
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| Alchemi Wealth | 11k | $442k | 100% | Mar 2026 |
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| Mercer Global Advisors | 5.7k | $226k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 5.6k | $223k | -46% | Mar 2026 |
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| HighTower Advisors | 5.4k | $215k | 4% | Mar 2026 |
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| Advisor Group Holdings | 1.1k | $42k | -40% | Dec 2025 |
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| UBS Group | 227.00 | $9.0k | -41% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 192k | $7.9M |
| Royal Bank of Canada | Sep 2025 | 4.7k | $195k |