Capital A Wealth Management »

Elevation Series Trust shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust (QBUL) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $10k 405 24.86
2024-12-31 $32k 1.3k 24.72

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Top funds holding Elevation Series Trust

TrueMark Investments
Elevated Capital Advisors
AE Wealth Management
Csenge Advisory Group
Old Mission Capital
Key Capital Management
Advisor Group Holdings
Networth Advisors
UBS Group
Advisory Services Network

View all funds holding Elevation Series Trust