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
Download as csv
Download as Excel
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 | 937k | $23M | -70% | Mar 2026 |
|
| TrueMark Investments | 372k | $9.0M | 199% | Mar 2026 |
|
| Mid-American Wealth Advisory Group | 337k | $8.1M | 0% | Mar 2026 |
|
| Authentikos Wealth Advisory | 174k | $4.2M | -6% | Mar 2026 |
|
| Elevated Capital Advisors | 111k | $2.7M | 185% | Mar 2026 |
|
| FSR Wealth Management | 89k | $2.1M | -59% | Mar 2026 |
|
| POM Investment Strategies | 73k | $1.8M | 100% | Mar 2026 |
|
| SMART Wealth | 44k | $1.1M | -67% | Mar 2026 |
|
| Outlook Wealth Advisors | 41k | $998k | -78% | Mar 2026 |
|
| Csenge Advisory Group | 39k | $940k | -58% | Mar 2026 |
|
| Family Wealth Group | 37k | $884k | -57% | Mar 2026 |
|
| FSA Advisors | 29k | $708k | 100% | Mar 2026 |
|
| Goldman Sachs Group | 29k | $704k | 100% | Mar 2026 |
|
| Integrated Wealth Management | 28k | $665k | -72% | Mar 2026 |
|
| Networth Advisors | 23k | $562k | -60% | Mar 2026 |
|
| Howard Bailey Securities | 19k | $453k | -90% | Mar 2026 |
|
| Quest 10 Wealth Builders | 12k | $278k | -62% | Mar 2026 |
|
| Aegis Wealth Management | 11k | $254k | -82% | Mar 2026 |
|
| Blackston Financial Advisory Group | 9.3k | $225k | -56% | Mar 2026 |
|
| Key Capital Management | 7.4k | $178k | -46% | Mar 2026 |
|
| Evolution Wealth Management | 3.0k | $72k | -71% | Mar 2026 |
|
| Morgan Stanley | 2.4k | $57k | 0% | Mar 2026 |
|
| UBS Group | 1.7k | $41k | 368% | Mar 2026 |
|
| Mosley Wealth Management | 1.1k | $27k | 100% | Mar 2026 |
|
| Lloyd Advisory Services | 950.00 | $23k | -100% | Mar 2026 |
|
| Kingdom Financial Group | 950.00 | $23k | -96% | Mar 2026 |
|
| Geneos Wealth Management | 476.00 | $12k | 0% | Mar 2026 |
|
| Decker Retirement Planning | 448.00 | $11k | -51% | Mar 2026 |
|
| Advisor Group Holdings | 200.00 | $4.8k | -85% | Dec 2025 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| B.O.S.S. Retirement Advisors | Dec 2025 | 106k | $2.5M |
| LifeWealth Investments | Dec 2025 | 67k | $1.6M |
| Centennial Advisors | Dec 2025 | 52k | $1.2M |
| Great Lakes Retirement | Dec 2025 | 47k | $1.1M |
| Golden Reserve Retirement | Dec 2025 | 15k | $349k |
| Old Mission Capital | Sep 2025 | 12k | $298k |
| GeoWealth Management | Dec 2025 | 421.00 | $10k |