Who owns ELEVATION SERIES TRUST?
- Ticker: QBUL
- CUSIP Number: 210322400
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 |
|---|---|---|---|---|---|
| TrueMark Investments | 639k | $15M | 87% | Jun 2026 |
|
| Old Mission Capital | 33k | $806k | 100% | Jun 2026 |
|
| AE Wealth Management | 33k | $802k | -70% | Jun 2026 |
|
| Aegis Wealth Management | 24k | $569k | 5% | Jun 2026 |
|
| Howard Bailey Securities | 9.8k | $238k | -63% | Jun 2026 |
|
| Csenge Advisory Group | 8.6k | $207k | -75% | Jun 2026 |
|
| Key Capital Management | 3.7k | $88k | -64% | Jun 2026 |
|
| Lloyd Advisory Services | 3.0k | $72k | 594% | Jun 2026 |
|
| Elevated Capital Advisors | 787.00 | $19k | 0% | Jun 2026 |
|
| Compass Financial Management | 658.00 | $16k | 100% | Jun 2026 |
|
| Mosley Wealth Management | 338.00 | $8.2k | 182% | Jun 2026 |
|
| Kingdom Financial Group | 196.00 | $4.7k | -54% | Jun 2026 |
|
| Networth Advisors | 183.00 | $4.4k | -68% | Jun 2026 |
|
| Tounjian Advisory Partners | 117.00 | $2.8k | 100% | Jun 2026 |
|
| IFG Advisory | 78.00 | $1.9k | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 72.00 | $1.7k | 100% | Jun 2026 |
|
| Morgan Stanley | 54.00 | $1.3k | 0% | Mar 2026 |
|
| Integrated Wealth Concepts | 16.00 | $386.000000 | 100% | Jun 2026 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Wealth Management | Mar 2026 | 13k | $299k |
| Advisor Group Holdings | Mar 2026 | 300.00 | $7.1k |
| UBS Group | Mar 2026 | 79.00 | $1.9k |