Who owns ELEVATION SERIES TRUST?
- Ticker: QBER
- CUSIP Number: 210322509
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 |
|---|---|---|---|---|---|
| AE Wealth Management | 3.7M | $91M | 42% | Sep 2025 |
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| TrueMark Investments | 548k | $14M | 339% | Sep 2025 |
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| Lloyd Advisory Services | 430k | $11M | 41% | Sep 2025 |
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| Mid-American Wealth Advisory Group | 319k | $7.9M | 77% | Sep 2025 |
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| FSR Wealth Management | 245k | $6.0M | 46% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 239k | $5.9M | 34% | Sep 2025 |
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| Authentikos Wealth Advisory | 188k | $4.6M | 8% | Sep 2025 |
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| SMART Wealth | 139k | $3.4M | 58% | Sep 2025 |
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| Outlook Wealth Advisors | 110k | $2.7M | 39% | Sep 2025 |
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| Howard Bailey Securities | 108k | $2.7M | 41% | Sep 2025 |
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| Csenge Advisory Group | 93k | $2.3M | 70% | Sep 2025 |
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| LifeWealth Investments | 92k | $2.3M | 55% | Sep 2025 |
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| Family Wealth Group | 91k | $2.2M | 57% | Sep 2025 |
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| Great Lakes Retirement | 70k | $1.7M | 41% | Sep 2025 |
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| FSA Advisors | 69k | $1.7M | 66% | Sep 2025 |
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| Elevated Capital Advisors | 40k | $995k | -12% | Sep 2025 |
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| Quest 10 Wealth Builders | 35k | $856k | 48% | Sep 2025 |
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| Kingdom Financial Group | 30k | $742k | 37% | Sep 2025 |
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| Blackston Financial Advisory Group | 24k | $593k | 48% | Sep 2025 |
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| Old Mission Capital | 12k | $298k | -41% | Sep 2025 |
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| Signal Advisors Wealth | 9.4k | $233k | -35% | Sep 2025 |
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| Evolution Wealth Management | 9.2k | $226k | 236% | Sep 2025 |
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| Decker Retirement Planning | 1.5k | $37k | 78% | Sep 2025 |
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| Advisor Group Holdings | 1.3k | $32k | 0% | Sep 2025 |
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| Geneos Wealth Management | 719.00 | $18k | 100% | Sep 2025 |
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| UBS Group | 518.00 | $13k | 100% | Sep 2025 |
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| GeoWealth Management | 421.00 | $10k | -99% | Sep 2025 |
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| Richard W. Paul & Associates | 244.00 | $6.0k | 48% | Sep 2025 |
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| Advisory Services Network | 167.00 | $4.1k | 100% | Sep 2025 |
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| Pineridge Advisors | 85.00 | $2.1k | 47% | Sep 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tounjian Advisory Partners | Jun 2025 | 76k | $1.9M |
| Park Square Financial Group | Jun 2025 | 7.0k | $172k |
| Transce3nd | Jun 2025 | 3.3k | $82k |
| Capital A Wealth Management | Mar 2025 | 627.00 | $16k |
| Global Retirement Partners | Jun 2025 | 143.00 | $3.5k |