Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

CBSECBSE
6 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ELEVATION SERIES TRUST

COMMONWEALTH EQUITY SERVICES, LLC holds 4,504 shares of CBSE (ELEVATION SERIES TRUST), worth $235,830 as of 2026-Q2. The position was decreased (-19.6% shares). CBSE represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$235,830

Current Shares

4,504

Total Value Change

-$12,170

Total Shares Change

-3,797

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,504
-19.6%
$235,8300.0%$52.36
0
2026-Q1
Decreased
5,603
-45.5%
$223,1400.0%$41.90
0
2025-Q4
Increased
10,283
+17.6%
$405,4900.0%$39.71
28
2025-Q3
Decreased
8,743
-3.9%
$361,0000.0%$41.20
0
2025-Q2
Increased
9,102
+9.7%
$334,0000.0%$36.41
26
2025-Q1
New
8,301
-
$248,0000.0%$30.07
32

Other major holders of CBSE: JPMORGAN CHASE & CO, Waverly Advisors, LLC

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