Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / TRUSHARES BULL
-
Total 13F shares
-
1,718,087
-
Share change
-
+117,890
-
Total reported value
-
$42,709,450
-
Price per share
-
$24.86
-
Number of holders
-
30
-
Value change
-
+$2,931,834
-
Number of buys
-
19
-
Number of sells
-
10
Institutional Holders of ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) as of Q1 2025
As of 31 Mar 2025,
ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,718,087 shares.
The largest 10 holders included
AE Wealth Management LLC, Lloyd Advisory Services, LLC., Mid-American Wealth Advisory Group, Inc., B.O.S.S. Retirement Advisors, LLC, FSR Wealth Management Ltd., TrueMark Investments, LLC, TOUNJIAN ADVISORY PARTNERS, LLC, Authentikos Wealth Advisory, LLC, Elevated Capital Advisors, LLC, and SMART Wealth LLC.
This page lists
30
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.