Who owns ELEVATION SERIES TRUST?
- Ticker: QBER
- CUSIP Number: 210322509
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 3.1M | $75M | -15% | Dec 2025 |
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| Lloyd Advisory Services | 408k | $9.8M | -5% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 337k | $8.1M | 6% | Dec 2025 |
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| FSR Wealth Management | 215k | $5.2M | -12% | Dec 2025 |
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| Outlook Wealth Advisors | 191k | $4.6M | 74% | Dec 2025 |
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| Authentikos Wealth Advisory | 185k | $4.4M | -1% | Dec 2025 |
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| SMART Wealth | 133k | $3.2M | -4% | Dec 2025 |
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| TrueMark Investments | 124k | $3.0M | -77% | Dec 2025 |
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| Howard Bailey Securities | 108k | $2.7M | 41% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 106k | $2.5M | -56% | Dec 2025 |
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| Csenge Advisory Group | 93k | $2.2M | 0% | Dec 2025 |
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| Family Wealth Group | 84k | $2.0M | -7% | Dec 2025 |
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| LifeWealth Investments | 67k | $1.6M | -27% | Dec 2025 |
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| Networth Advisors | 58k | $1.4M | 100% | Dec 2025 |
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| Aegis Wealth Management | 58k | $1.4M | 100% | Dec 2025 |
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| Centennial Advisors | 52k | $1.2M | 100% | Dec 2025 |
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| Great Lakes Retirement | 47k | $1.1M | -32% | Dec 2025 |
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| Elevated Capital Advisors | 39k | $938k | -3% | Dec 2025 |
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| Quest 10 Wealth Builders | 30k | $728k | -12% | Dec 2025 |
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| Kingdom Financial Group | 21k | $513k | -29% | Dec 2025 |
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| Blackston Financial Advisory Group | 21k | $503k | -13% | Dec 2025 |
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| Golden Reserve Retirement | 15k | $349k | 100% | Dec 2025 |
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| Key Capital Management | 14k | $328k | 100% | Dec 2025 |
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| Evolution Wealth Management | 10k | $248k | 13% | Dec 2025 |
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| Decker Retirement Planning | 922.00 | $22k | -38% | Dec 2025 |
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| Geneos Wealth Management | 476.00 | $11k | -34% | Dec 2025 |
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| GeoWealth Management | 421.00 | $10k | 0% | Dec 2025 |
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| UBS Group | 366.00 | $8.8k | -29% | Dec 2025 |
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| Advisor Group Holdings | 200.00 | $4.8k | -85% | Dec 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 |
|---|---|---|---|
| FSA Advisors | Sep 2025 | 69k | $1.7M |
| Old Mission Capital | Sep 2025 | 12k | $298k |
| Signal Advisors Wealth | Sep 2025 | 9.4k | $233k |
| Richard W. Paul & Associates | Sep 2025 | 244.00 | $6.0k |
| Advisory Services Network | Sep 2025 | 167.00 | $4.1k |