Who owns ELEVATION SERIES TRUST?
- Ticker: QBUL
- CUSIP Number: 210322400
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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 | 945k | $23M | 10% | Dec 2024 |
|
| Lloyd Advisory Services | 129k | $3.2M | 0% | Dec 2024 |
|
| Mid-American Wealth Advisory Group | 82k | $2.0M | 100% | Dec 2024 |
|
| B.O.S.S. Retirement Advisors | 68k | $1.7M | 4% | Dec 2024 |
|
| FSR Wealth Management | 57k | $1.4M | 100% | Dec 2024 |
|
| Elevated Capital Advisors | 39k | $967k | 41% | Dec 2024 |
|
| Howard Bailey Securities | 32k | $801k | -8% | Dec 2024 |
|
| SMART Wealth | 29k | $709k | 28% | Dec 2024 |
|
| Outlook Wealth Advisors | 27k | $673k | 2% | Dec 2024 |
|
| Great Lakes Retirement | 25k | $623k | 100% | Dec 2024 |
|
| Authentikos Wealth Advisory | 21k | $529k | 5% | Dec 2024 |
|
| GeoWealth Management | 15k | $362k | 45% | Dec 2024 |
|
| Csenge Advisory Group | 14k | $352k | 54% | Dec 2024 |
|
| Lord & Richards Wealth Management | 13k | $332k | 100% | Dec 2024 |
|
| LifeWealth Investments | 12k | $293k | 100% | Dec 2024 |
|
| Jane Street | 11k | $265k | -33% | Dec 2024 |
|
| FSA Advisors | 9.4k | $232k | 100% | Dec 2024 |
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| Quest 10 Wealth Builders | 5.5k | $136k | 100% | Dec 2024 |
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| POM Investment Strategies | 2.2k | $53k | 4% | Dec 2024 |
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| Transce3nd | 1.3k | $32k | 100% | Dec 2024 |
|
| Capital A Wealth Management | 1.3k | $32k | 100% | Dec 2024 |
|
| Pineridge Advisors | 332.00 | $8.2k | -30% | Dec 2024 |
|
| Decker Retirement Planning | 164.00 | $4.1k | 100% | Dec 2024 |
|
| New Millennium Group | 71.00 | $1.8k | 100% | Dec 2024 |
|
| Richard W. Paul & Associates | 67.00 | $1.7k | 2% | Dec 2024 |
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| UBS Group | 36.00 | $889.999200 | 500% | Dec 2024 |
|
Who sold out of Elevation Series Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2024 | 15k | $389k |
| Northwestern Mutual Wealth Management Company | Sep 2024 | 81.00 | $2.1k |
| Bank of America Corporation | Sep 2024 | 45.00 | $1.1k |