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 | 342k | $8.1M | -5% | Mar 2026 |
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| AE Wealth Management | 112k | $2.6M | 247% | Mar 2026 |
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| Csenge Advisory Group | 35k | $814k | 123% | Mar 2026 |
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| Howard Bailey Securities | 27k | $636k | 75% | Mar 2026 |
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| Old Mission Capital | 23k | $541k | 125% | Dec 2025 |
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| Aegis Wealth Management | 22k | $526k | 100% | Mar 2026 |
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| Integrated Wealth Management | 13k | $299k | 100% | Mar 2026 |
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| Key Capital Management | 10k | $238k | 145% | Mar 2026 |
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| Elevated Capital Advisors | 787.00 | $19k | -98% | Mar 2026 |
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| Advisor Group Holdings | 608.00 | $15k | -17% | Dec 2025 |
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| Networth Advisors | 565.00 | $13k | 101% | Mar 2026 |
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| Kingdom Financial Group | 428.00 | $10k | 212% | Mar 2026 |
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| Lloyd Advisory Services | 428.00 | $10k | -90% | Mar 2026 |
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| Mosley Wealth Management | 120.00 | $3.1k | 100% | Mar 2026 |
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| UBS Group | 79.00 | $1.9k | -52% | Mar 2026 |
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| Morgan Stanley | 54.00 | $1.3k | 0% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisory Services Network | Sep 2025 | 110.00 | $2.9k |