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 |
|---|---|---|---|---|---|
| TrueMark Investments | 176k | $4.6M | 31% | Sep 2025 |
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| Elevated Capital Advisors | 36k | $932k | -13% | Sep 2025 |
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| AE Wealth Management | 34k | $894k | -96% | Sep 2025 |
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| Csenge Advisory Group | 14k | $358k | -62% | Sep 2025 |
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| Old Mission Capital | 10k | $264k | -6% | Sep 2025 |
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| UBS Group | 2.0k | $52k | -16% | Sep 2025 |
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| Advisor Group Holdings | 733.00 | $19k | 22% | Sep 2025 |
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| Advisory Services Network | 110.00 | $2.9k | 100% | Sep 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lloyd Advisory Services | Jun 2025 | 119k | $3.0M |
| Mid-American Wealth Advisory Group | Jun 2025 | 102k | $2.6M |
| B.O.S.S. Retirement Advisors | Jun 2025 | 70k | $1.8M |
| FSR Wealth Management | Jun 2025 | 58k | $1.5M |
| Tounjian Advisory Partners | Jun 2025 | 45k | $1.1M |
| SMART Wealth | Jun 2025 | 31k | $796k |
| Howard Bailey Securities | Jun 2025 | 30k | $770k |
| Outlook Wealth Advisors | Jun 2025 | 27k | $678k |
| LifeWealth Investments | Jun 2025 | 23k | $589k |
| Great Lakes Retirement | Jun 2025 | 22k | $564k |
| Family Wealth Group | Jun 2025 | 21k | $524k |
| Jane Street | Jun 2025 | 19k | $481k |
| FSA Advisors | Jun 2025 | 17k | $427k |
| GeoWealth Management | Jun 2025 | 14k | $363k |
| Kingdom Financial Group | Jun 2025 | 9.1k | $230k |
| Quest 10 Wealth Builders | Jun 2025 | 8.1k | $206k |
| Park Square Financial Group | Jun 2025 | 2.5k | $65k |
| Transce3nd | Jun 2025 | 1.3k | $33k |
| Capital A Wealth Management | Mar 2025 | 405.00 | $10k |
| Decker Retirement Planning | Jun 2025 | 312.00 | $7.9k |