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 | 359k | $8.6M | 105% | Dec 2025 |
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| Elevated Capital Advisors | 35k | $828k | -3% | Dec 2025 |
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| AE Wealth Management | 32k | $771k | -6% | Dec 2025 |
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| Old Mission Capital | 23k | $541k | 125% | Dec 2025 |
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| Csenge Advisory Group | 16k | $369k | 13% | Dec 2025 |
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| Lloyd Advisory Services | 4.1k | $98k | 100% | Dec 2025 |
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| Key Capital Management | 4.1k | $98k | 100% | Dec 2025 |
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| Advisor Group Holdings | 608.00 | $15k | -17% | Dec 2025 |
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| Networth Advisors | 281.00 | $6.7k | 100% | Dec 2025 |
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| UBS Group | 163.00 | $3.9k | -92% | Dec 2025 |
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| Kingdom Financial Group | 137.00 | $3.3k | 100% | Dec 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Howard Bailey Securities | Jun 2025 | 30k | $770k |