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Elevation Series Trust shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Elevation Series Trust (CBSE) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Elevation Series Trust

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

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Quarterly reported holdings in Elevation Series Trust by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 1.8k 41.31
2025-06-30 $45k 1.2k 36.75
2025-03-31 $242k 8.1k 29.88

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View all positions for Advisor Group Holdings

Top funds holding Elevation Series Trust

Jpmorgan Chase & Co
Warren Averett Asset Management
Commonwealth Equity Services
Mercer Global Advisors
Royal Bank of Canada
Advisor Group Holdings
Morgan Stanley

View all funds holding Elevation Series Trust