Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / TRUSHARES BULL
-
Total 13F shares
-
1,812,038
-
Share change
-
+93,951
-
Total reported value
-
$46,036,076
-
Price per share
-
$25.44
-
Number of holders
-
29
-
Value change
-
+$2,412,635
-
Number of buys
-
17
-
Number of sells
-
15
Institutional Holders of ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) as of Q2 2025
As of 30 Jun 2025,
ELEVATION SERIES TRUST - TRUSHARES BULL (QBUL) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,812,038 shares.
The largest 10 holders included
AE Wealth Management LLC, TrueMark Investments, LLC, Lloyd Advisory Services, LLC., Mid-American Wealth Advisory Group, Inc., B.O.S.S. Retirement Advisors, LLC, FSR Wealth Management Ltd., TOUNJIAN ADVISORY PARTNERS, LLC, Elevated Capital Advisors, LLC, Csenge Advisory Group, and SMART Wealth LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q2 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.