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 | 1.7M | $43M | 13% | Dec 2024 |
|
| 49 Wealth Management | 888k | $22M | 100% | Dec 2024 |
|
| Lloyd Advisory Services | 204k | $5.0M | 2% | Dec 2024 |
|
| Mid-American Wealth Advisory Group | 157k | $3.9M | 100% | Dec 2024 |
|
| FSR Wealth Management | 110k | $2.7M | 100% | Dec 2024 |
|
| B.O.S.S. Retirement Advisors | 106k | $2.6M | 8% | Dec 2024 |
|
| Outlook Wealth Advisors | 55k | $1.4M | 1% | Dec 2024 |
|
| SMART Wealth | 53k | $1.3M | 26% | Dec 2024 |
|
| Howard Bailey Securities | 51k | $1.3M | -3% | Dec 2024 |
|
| Elevated Capital Advisors | 44k | $1.1M | 36% | Dec 2024 |
|
| Great Lakes Retirement | 39k | $967k | 100% | Dec 2024 |
|
| Authentikos Wealth Advisory | 37k | $902k | 14% | Dec 2024 |
|
| GeoWealth Management | 28k | $681k | 45% | Dec 2024 |
|
| Csenge Advisory Group | 27k | $658k | 54% | Dec 2024 |
|
| Lord & Richards Wealth Management | 23k | $571k | 100% | Dec 2024 |
|
| Jane Street | 22k | $543k | -16% | Dec 2024 |
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| LifeWealth Investments | 20k | $494k | 100% | Dec 2024 |
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| FSA Advisors | 18k | $455k | 100% | Dec 2024 |
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| Family Wealth Group | 15k | $377k | 100% | Sep 2024 |
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| Quest 10 Wealth Builders | 11k | $274k | 100% | Dec 2024 |
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| POM Investment Strategies | 6.6k | $162k | 4% | Dec 2024 |
|
| Transce3nd | 2.0k | $50k | 100% | Dec 2024 |
|
| Capital A Wealth Management | 2.0k | $49k | 100% | Dec 2024 |
|
| Pineridge Advisors | 504.00 | $12k | -27% | Dec 2024 |
|
| Decker Retirement Planning | 248.00 | $6.1k | 100% | Dec 2024 |
|
| New Millennium Group | 141.00 | $3.5k | 100% | Dec 2024 |
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| UBS Group | 113.00 | $2.8k | 100% | Dec 2024 |
|
| Richard W. Paul & Associates | 100.00 | $2.5k | 1% | Dec 2024 |
|
| FMR | 1.00 | $25.000000 | 100% | Dec 2024 |
|
Who sold out of Elevation Series Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Sep 2024 | 124.00 | $3.1k |
| Bank of America Corporation | Sep 2024 | 72.00 | $1.8k |