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 | 1.1M | $26M | 15% | Jun 2026 |
|
| TrueMark Investments | 864k | $21M | 132% | Jun 2026 |
|
| Authentikos Wealth Advisory | 176k | $4.2M | 1% | Jun 2026 |
|
| Mid-American Wealth Advisory Group | 124k | $3.0M | -63% | Jun 2026 |
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| FSR Wealth Management | 95k | $2.3M | 6% | Jun 2026 |
|
| POM Investment Strategies | 82k | $1.9M | 11% | Jun 2026 |
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| Elevated Capital Advisors | 59k | $1.4M | -47% | Jun 2026 |
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| Csenge Advisory Group | 52k | $1.2M | 34% | Jun 2026 |
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| Family Wealth Group | 44k | $1.1M | 21% | Jun 2026 |
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| Outlook Wealth Advisors | 44k | $1.0M | 6% | Jun 2026 |
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| Howard Bailey Securities | 41k | $969k | 117% | Jun 2026 |
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| FSA Advisors | 39k | $936k | 34% | Jun 2026 |
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| SMART Wealth | 39k | $933k | -11% | Jun 2026 |
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| Integrated Wealth Management | 38k | $912k | 39% | Jun 2026 |
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| Lloyd Advisory Services | 35k | $822k | 3535% | Jun 2026 |
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| Networth Advisors | 26k | $622k | 12% | Jun 2026 |
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| Richmond Brothers | 23k | $536k | 100% | Jun 2026 |
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| Key Capital Management | 16k | $383k | 118% | Jun 2026 |
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| Aegis Wealth Management | 14k | $324k | 29% | Jun 2026 |
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| Tounjian Advisory Partners | 13k | $302k | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 13k | $301k | 10% | Jun 2026 |
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| Centennial Advisors | 12k | $284k | 100% | Jun 2026 |
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| Goldman Sachs Group | 10k | $245k | -65% | Jun 2026 |
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| Blackston Financial Advisory Group | 9.9k | $235k | 6% | Jun 2026 |
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| Mosley Wealth Management | 9.0k | $213k | 730% | Jun 2026 |
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| IFG Advisory | 7.6k | $180k | 100% | Jun 2026 |
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| Evolution Wealth Management | 2.6k | $62k | -13% | Jun 2026 |
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| Morgan Stanley | 2.4k | $57k | 0% | Mar 2026 |
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| Huntington National Bank | 1.4k | $33k | 0% | Jun 2026 |
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| Compass Financial Management | 1.3k | $31k | 100% | Jun 2026 |
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| Decker Retirement Planning | 1.2k | $30k | 177% | Jun 2026 |
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| UBS Group | 1.2k | $29k | -30% | Jun 2026 |
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| Kingdom Financial Group | 1.2k | $28k | 22% | Jun 2026 |
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| Geneos Wealth Management | 476.00 | $11k | 0% | Jun 2026 |
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| Advisor Group Holdings | 200.00 | $4.8k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 193.00 | $4.6k | 100% | Jun 2026 |
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| Montgomery Financial Services | 79.00 | $1.9k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 68.00 | $1.6k | 100% | Jun 2026 |
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| CoreCap Advisors | 56.00 | $1.3k | 100% | Jun 2026 |
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