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CBSECBSE
6 quarters

Position history for WAWaverly Advisors, LLC's holdings in ELEVATION SERIES TRUST

Waverly Advisors, LLC holds 145,146 shares of CBSE (ELEVATION SERIES TRUST), worth $7.6M as of 2026-Q2. The position was decreased (-23.3% shares). CBSE represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$7.6M

Current Shares

145,146

Total Value Change

+$2.1M

Total Shares Change

-40,312

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
145,146
-23.3%
$7.6M0.0%$52.36
0
2026-Q1
Increased
189,271
+3.5%
$7.5M0.1%$41.90
28
2025-Q4
Increased
182,912
+0.9%
$7.2M0.1%$39.71
27
2025-Q3
Increased
181,317
+0.0%
$7.5M0.1%$41.20
27
2025-Q2
Decreased
181,283
-2.3%
$6.7M0.1%$36.41
0
2025-Q1
New
185,458
-
$5.5M0.1%$30.07
37

Other major holders of CBSE: JPMORGAN CHASE & CO

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