CUSIP 210322509TRUESHARES QUARTQBERQ4 2025
Aggregate 13F value by quarter
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30 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 3.14M | $75.34M | −565.7K | Reduced |
| 2 | Lloyd Advisory Services, LLC. | 407.9K | $9.78M | −22.1K | Reduced |
| 3 | Mid-American Wealth Advisory Group, Inc. | 337.3K | $8.09M | +18.2K | Added |
| 4 | Fsr Wealth Management Ltd. | 215.4K | $5.16M |
| −29.4K |
| Reduced |
| 5 | Outlook Wealth Advisors, LLC | 190.8K | $4.57M | +80.9K | Added |
| 6 | Authentikos Wealth Advisory, LLC | 185.1K | $4.44M | −2.8K | Reduced |
| 7 | Smart Wealth LLC | 132.7K | $3.18M | −6.1K | Reduced |
| 8 | Howard Bailey Securities, LLC | 132.4K | $3.17M | −56.0K | Reduced |
| 9 | Truemark Investments, LLC | 124.3K | $2.98M | −423.7K | Reduced |
| 10 | B.O.S.S. Retirement Advisors, LLC | 105.9K | $2.54M | −133.4K | Reduced |
See every fund holding Elevation Series Trust, with full quarter-over-quarter share changes.
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